BGF Global Long-Horizon Equity A2 USD

Ranked 87 out of 756 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Stuart Reeve

Stuart Reeve, managing director and portfolio manager, is a member of the Global Equity team within BlackRock's Alpha Strategies Group. He is the lead portfolio manager for Global Dividend portfolios, and also director of research for the Global Equity team. In addition, he is responsible for covering the consumer staples sector. Stuart's service with the firm dates back to 2005, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM Stuart had primary responsibility for the Global Equity team's investments in food, beverage and tobacco. Prior to joining MLIM in 2005, he was a Pan-European food, beverage and tobacco analyst with Credit Agricole Asset Management. He began his career with Touche Ross before joining Robert Fleming Securities, where he worked as a Pan-European beverages analyst. Stuart earned a BA with honours in Economics and History at the University of East Anglia in 1984.

Andrew Wheatley-Hubbard

Andrew Wheatley-Hubbard, CFA, vice president, is co-portfolio manager for the Global Dividend Income portfolios. He is also a research analyst responsible for covering industrial stocks for the Global Equity team. Prior to assuming his current role, Andrew worked for BlackRock in both London and Hong Kong. In previous roles, he was responsible for covering Singaporean and Global Real Estate equities. Andrew earned a BA and an MEng in Engineering from Cambridge University.

Objective

This fund seeks to maximise total return.It invests globally, with no prescribed country, regional or capitalisation limits, at least 70% of its total assets in equity securities. Currency exposure is flexibly managed. 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

Global over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.4%
2018 0.5% -4.6% 9.1% 5.8% -8.7%
2017 14.0% 6.3% 1.7% 0.2% 5.3%
2016 22.7% -1.3% 7.7% 10.2% 4.7%
2015 4.3% 8.8% -4.3% -7.7% 8.5%
2014 2.7% -2.2% -0.7% 0.8% 4.8%
2013 27.1% 17.1% 0.3% 0.9% 7.3%
2012 7.1% 6.7% -5.3% 4.5% 1.4%
2011 -12.0% -0.2% -0.3% -17.6% 7.4%
2010 12.1% 6.6% -10.3% 7.9% 8.6%
2009 25.4% -8.0% 10.0% 18.5% 4.5%
2008 -15.8% -6.3% 2.1% -12.0% 0.0%
2007 15.1% 6.2% 4.3% 1.6% 2.4%
2006 -1.8% 11.3% -13.0% -2.6% 4.0%
2005 30.6% 1.1% 6.3% 14.1% 6.5%
2004 12.2% 4.4% 3.6% -3.4% 7.4%
2003 35.7% -0.3% 15.9% 14.2% 2.9%
2002 -35.7% -0.2% -16.4% -22.1% -1.1%
2001 -20.3% -16.7% 9.4% -26.3% 18.7%
2000 8.2% 27.5% 1.6% -0.7% -15.9%
1999 100.0% 9.4% 19.3% 3.7% 47.8%
1998 3.1% 10.8% -1.8% -20.9% 19.9%
1997 9.8% 0.2% 8.1% 8.0% -6.1%
1996 5.9% 1.5% -9.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date29/02/1996
  • Share Class size286Mn
  • Base currencyUSD
  • ISIN LU0011850046

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.00%

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