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BSF European Opportunities Extension A4 GBP

Ranked 22 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 : 31/05/2017 - 31/05/2018
  • Rank 22/82 Total Return
  • Rank 65/82 Standard Deviation
  • Rank 65/82 Max Drawdown
Fund Name Currency Risk
63 Threadneedle UK Extended Alpha INA GBX GBP

8.4

64 TM Sanditon UK Select A Acc GBP

8.7

65 BSF European Opportunities Extension A4 GBP GBP

8.8

66 BSF European Diversified Equity Abs Ret A2 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

9.3

67 CS (Lux) Small and Mid Cap Alpha L/S Fd UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

9.4

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.8%
2017 23.4% 8.7% 7.7% 5.6% -0.2%
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 currencyEUR
  • ISIN LU0313923905

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

Related News

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The firm has been forced to shutter strategy after accruing €400m over just two months.

BlackRock reopens stellar European long/short fund

BlackRock will allow investment into the €600 million Europe-focused strategy over two years after hard-closing to all new money

BlackRock hard-closes another star European fund

BlackRock has closed its European Opportunities Extension fund to new money, having taken similar action with several other European mandates over the past year.

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