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BGF World Mining A4RF GBP

Ranked 11 out of 15 in - Natural Resources 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.

Catherine Raw

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 : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 6.3% -1.4% 0.7% 7.0%
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 57.6% 6.9% 1.5% 29.2% 12.5%

Month by Month Performance

Returns Vs Risk

Fund Info

  • Launch date18/01/2005
  • Share Class size16Mn
  • 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).