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BGF World Mining A2 USD

Ranked 3 out of 24 in - Natural Resources over 12 months
All calculations are in GBP unless stated

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. The Fund may use derivatives for investment purposes and for the purposes of efficient portfolio management.

Showing fund performance in United Kingdom View performance globally

Performance

Natural Resources over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -9.0%
2017 19.5% 4.9% -7.4% 11.1% 10.8%
2016 81.7% 24.8% 24.2% 10.9% 5.8%
2015 -38.0% -2.8% -7.7% -29.0% -2.7%
2014 -18.3% -1.5% 0.7% -6.1% -12.3%
2013 -25.4% -9.2% -23.2% 10.9% -3.6%
2012 -7.4% 1.8% -13.5% 1.6% 3.5%
2011 -28.2% -3.6% -4.2% -27.2% 6.8%
2010 33.2% 11.2% -16.1% 17.6% 21.5%
2009 81.5% 11.5% 12.0% 25.9% 15.4%
2008 -50.3% 2.3% 9.5% -40.9% -24.9%
2007 56.9% 11.9% 15.0% 19.6% 1.9%
2006 25.9% 18.1% -1.2% -6.1% 14.9%
2005 58.6% 6.8% 1.9% 29.0% 13.1%
2004 2.9% -4.2% -9.9% 16.5% 2.2%
2003 55.0% -6.9% 6.8% 26.1% 23.6%
2002 16.7% 25.0% -4.1% -15.8% 15.6%
2001 12.7% 0.4% 15.3% -18.9% 20.1%
2000 3.1% -15.6% 7.8% 2.7% 10.2%
1999 82.8% 12.4% 25.3% 10.3% 17.6%
1998 -16.9% 2.0% -15.4% -3.6% -0.1%
1997 -0.1% -2.8% -23.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Brunei Darussalam
  4. Chile
  5. Czech Republic
  6. Denmark
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Hong Kong
  13. Hungary
  14. Ireland
  15. Italy
  16. Korea
  17. Liechtenstein
  18. Luxembourg
  19. Macau
  20. Netherlands
  21. Norway
  22. Poland
  23. Portugal
  24. Singapore
  25. Slovakia
  26. Spain
  27. Sweden
  28. Switzerland
  29. Taiwan
  30. United Kingdom

Fund Info

  • Launch date24/03/1997
  • Share Class size5,261Mn
  • Base currencyUSD
  • ISIN LU0075056555

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment5

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