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BSF European Opportunities Extension A4RF GBP

Ranked 3 out of 79 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

Simon Hunter

Simon Hunter is a Vice President and research analyst in BlackRock’s European Equity team within the Fundamental Equity division of the Alpha Strategies Group. Prior to joining BlackRock in 2010, Hunter spent three and a half years at Scottish Widows Investment Partnership, which he joined as a graduate trainee. Hunter spent his first year covering European markets before moving to cover US equities. Most recently, Hunter had specific research responsibility for analysing US financial companies. Hunter earned an MA in economics, politics and philosophy from the University of St. Oxford in 2006.

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 : 30/04/2015 - 30/04/2016
  • Rank 3/79 Total Return
  • Rank 60/79 Standard Deviation
  • Rank 29/79 Max Drawdown
Fund Name Currency Return
1 Polar Capital UK Absolute Equity R GBP GBP

20.8%

2 Ennismore European Smaller Companies GBP A GBP

18.7%

3 BSF European Opportunities Extension A4RF GBP GBP

14.8%

4 City Financial Absolute Equity A Acc GBP

14.6%

5 Pensato Europa Absolute Return R GBP B

Currency exposure is hedged

Currency exposure is hedged

GBP

13.3%

Fund Name Currency Loss
27 Liontrust GF European Strategic Equity (C - GBP) GBP

-4.2%

28 Henderson HF Pan European Alpha I2 GBP H GBP

-4.2%

29 BSF European Opportunities Extension A4RF GBP GBP

-4.3%

30 UNI-GLOBAL Absolute Return SAH-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.6%

31 Pensato Europa Absolute Return R GBP B

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.7%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 2.0%
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. Finland
  4. France
  5. Germany
  6. Guernsey
  7. Jersey
  8. Luxembourg
  9. Netherlands
  10. Poland
  11. Singapore
  12. Sweden
  13. Switzerland
  14. 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

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