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BGF World Mining A4RF GBP

Ranked 10 out of 14 in - Natural Resources over 12 months
All calculations are in GBP

Managed by

Evy Hambro

Evy Hambro was born in 1972 in London and graduated from Newcastle University with a BSc Hons in Marketing. He has over 20 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 (now BlackRock) 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 BGF World Mining Fund and BGF World Gold Fund. Outside of work Evy enjoys wine, surfing and playing tennis and golf.

Olivia Markham

Olivia Markham, CFA, director and portfolio manager, is a member of the Natural Resources Equity team within Fundamental Equity division of BlackRock's Alpha Strategies Group. She is responsible for coverage of the gold and mining sectors. Olivia joined BlackRock in 2011. Previously, she was head of the European mining team at UBS with lead coverage of the UK diversified miners. Before moving to London in 2009, Olivia worked for Merrill Lynch in Sydney covering the Australian miners. She also spent four years working within the mergers and acquisition team at BHP Billiton. Olivia earned a BComm with honours in Finance from the University of Western Australia in 2003.

Objective

The Fund seeks to maximise total return. It invests globally at least 70% of its total assets in the equity securities of mining and metals companies whose predominant economic activity is the production of base metals and industrial minerals such as iron ore and coal. The Fund may also hold the equity securities of companies whose predominant economic activity is in gold or other precious metal or mineral mining. The Fund does not hold physical gold or metal.

Performance

Natural Resources over : 30/06/2014 - 30/06/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 -2.6% -8.2%
2014 -18.2% -1.4% 0.7% -6.4% -12.1%
2013 -25.4% -9.1% -23.6% 11.6% -3.8%
2012 -7.3% 1.8% -13.4% 1.6% 3.5%
2011 -28.5% -4.2% -3.8% -27.3% 6.7%
2010 34.2% 11.6% -16.4% 17.7% 22.1%
2009 84.3% 13.7% 11.3% 26.6% 15.0%
2008 -50.8% 2.9% 9.3% -41.4% -25.3%
2007 54.4% 11.0% 14.9% 19.7% 1.2%
2006 27.5% 18.3% -0.3% -7.0% 16.2%
2005 1.5% 29.2% 12.5%

Month by Month Performance

Returns Vs Risk

Fund Info

  • Launch date18/01/2005
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN LU0204068877

Purchase Info

  • Min. initial investment3,221
  • Min. additional investment0

Charges

  • Annual management1.8%
  • Initial investment5

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