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BSF European Opportunities Extension A4RF GBP

Ranked 3 out of 82 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

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.

Objective

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.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 30/04/2016 - 30/04/2017
  • Rank 3/82 Total Return
  • Rank 63/82 Standard Deviation
  • Rank 45/82 Max Drawdown
Fund Name Currency Loss
43 UNI-GLOBAL Absolute Return SAH-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.0%

44 Jupiter JGF Europa L GBP B Acc HSC GBP

-4.0%

45 BSF European Opportunities Extension A4RF GBP GBP

-4.2%

46 Ardevora UK Equity A GBP

-4.2%

47 RWC Europe Absolute Alpha A GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.5%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 8.7%
2016 19.9% 2.0% 4.3% 13.4% -0.6%
2015 29.2% 12.2% 1.0% 0.2% 13.9%
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. Finland
  5. France
  6. Germany
  7. Guernsey
  8. Hungary
  9. Ireland
  10. Jersey
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Poland
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date31/08/2007
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN LU0313923905

Purchase Info

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

Charges

  • Annual management1.50%
  • 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).