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BSF European Opportunities Extension A4RF GBP

Ranked 5 out of 69 in - Long/Short Equity over 12 months
All calculations are in GBP

Managed by

Simon Hunter

Zehrid Osmani

Zehrid Osmani works for BlackRock where he splits his time between managing the BGF European Fund and fulfilling his role as head of research for European equities. Zehrid focuses on European equities within this fund and he believes that its flexible style allows it to be successful in any market environment. After gaining a degree in economics and finance from the University of Paris-Sorbonne he went on to work within European equities for ten years before moving to BlackRock. Zehrid has an IMC certificate and away from work can be found skiing or enjoying the theatre.

David Tovey

David Tovey was born in London during the late seventies. He graduated from the University of Warwick in 1998 with a degree in economics. He joined Blackrock (then Merrill Lynch) in the same year as an analyst. Having progressed to become a fund manager, he currently runs the BGF Swiss Small & Mid Cap Opportunities Fund. Outside of fund management he enjoys tennis.


The Fund seeks to maximise total returns through the use of an extension strategy. The Fund will seek to gain at least 70% of its investment exposure to companies domiciled in, or exercising the predominant part of their economic activity in Europe. The Fund will seek to achieve this investment objective by investing at least 70% of its total assets in equities and equity-related securities (including derivatives) and, when determined appropriate, cash and near-cash instruments.


Long/Short Equity over : 31/12/2013 - 31/12/2014

Total Return

Quarterly Performance

to 31/12/2014 Annual Q1 Q2 Q3 Q4
2014 12.4% 9.9% -2.2% -1.4% 6.1%
2013 48.2% 15.1% 4.2% 9.4% 13.0%
2012 19.7% 12.9% -8.0% 8.9% 5.8%
2011 -11.5% 1.8% 0.9% -16.0% 2.6%
2010 15.4% 4.3% -12.1% 14.8% 9.7%
2009 36.5% -7.6% 13.6% 27.6% 1.9%
2008 -18.2% -3.1% 0.2% -16.7% 1.2%
2007 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. France
  5. Germany
  6. Hungary
  7. Ireland
  8. Italy
  9. Jersey
  10. Luxembourg
  11. Netherlands
  12. Poland
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date31/08/2007
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN LU0313923905

Purchase Info

  • Min. initial investment3,000
  • Min. additional investment0


  • Annual management1.5%
  • Initial investment5

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