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BGF World Gold D2RF GBP Hedged

Ranked 4 out of 13 in - Gold & Precious Metals over 12 months
All calculations are in GBP

Managed by

Evy Hambro

Evy Hambro was born in 1972 in London, United Kingdom. He graduated from Newcastle University with a BSc Hons in Marketing. Evy has thirteen years of experience in the financial services industry. He began his career in 1994 at Mercury Asset Management and was part of the investment team that was acquired by Merrill Lynch in 1997. After ten years working in the London office, he moved to Sydney for three years and later Toronto conducting research for the investment team. He is currently based in the London office and is the lead manager of the MLIIF World Mining Fund and MLIIF World Gold Fund (with Graham Birch). Evy’s MLIIF World Mining Fund focuses on a defensive value investment style while the MLIIF World Gold Fund focuses on a cyclical value investment style. He enjoys drinking wine, surfing and playing tennis and golf when he is not working.

Objective

The Fund seeks to maximise total return. It invests globally at least 70% of its total assets in the equity securities of companies whose predominant economic activity is gold-mining. It may also invest in the equity securities of companies whose predominant economic activity is other precious metal or mineral and base metal or mineral mining. The Fund does not hold physical gold or metal.

Performance

Gold & Precious Metals over : 30/09/2013 - 30/09/2014
  • Rank 4/13 Total Return
  • Rank 3/13 Standard Deviation
  • Rank 1/13 Max Drawdown
Fund Name Return
2 BlackRock Gold & General A Inc

-8.6%

3 RBC Funds (Lux) Global Precious Metals B GBP D H

Currency exposure is hedged

Currency exposure is hedged

-8.9%

4 BGF World Gold D2RF GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-9.0%

5 Earth Gold Fund A Retail

-11.8%

6 Investec Global Gold A Acc Net GBP

-12.8%

Fund Name Risk
1 Baker Steel Alpha Gold A GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

6.2

2 SF Webb Capital Smaller Companies Gold

6.6

3 BGF World Gold D2RF GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

8.1

4 Investec GSF Global Gold I Acc Gross GBP

8.1

5 Investec Global Gold A Acc Net GBP

8.3

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 4.4% 14.0% 6.3% -13.8%
2013 -47.9% -17.6% -37.2% 15.4% -12.8%
2012 -8.5% -8.5%

Month by Month Performance

Returns Vs Risk

Fund Info

  • Launch date11/10/2012
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN LU0827889212
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment64,418
  • Min. additional investment0

Charges

  • Annual management1.0%
  • Initial investment5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).