BL Global Equities B Cap

Ranked 387 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Joel Reuland

After nearly four years as financial analyst at Banque Générale du Luxembourg, Joel Reuland joined the Asset Management department of Banque de Luxembourg in 1999. With the creation of BLI - Banque de Luxembourg Investments in 2005, he took charge of the Equity team, which manages equity and mixed funds. Joël graduated in Management from the Ecole de Commerce Solvay in Brussels in 1995, and in 2004, he earned the CFA (chartered financial analyst) charter.

Objective

The sub-fund invests a minimum of 75% of its net assets in shares. Companies are chosen on the basis of their fundamentals and their stock market valuation. A maximum of 10% of the net assets may be invested in open-ended investment funds. The sub-fund may also use derivative products for hedging purposes or in order to optimise the portfolio’s exposure. Investments are made without any geographical, sector-based or monetary restrictions. The portfolio is managed on a discretionary basis without using a reference benchmark.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.1%
2018 -3.1% -3.6% 5.5% 3.9% -8.2%
2017 11.7% 6.1% 2.3% -1.0% 4.0%
2016 18.7% 4.4% 8.1% 6.5% -1.3%
2015 7.0% 9.1% -4.5% -4.1% 7.0%
2014 6.0% 0.3% 1.3% 1.2% 3.1%
2013 12.7% 12.9% 0.2% -1.2% 0.9%
2012 11.2% 6.0% -1.5% 3.3% 3.2%
2011 -4.6% -0.7% 2.6% -10.7% 4.9%
2010 14.6% 8.8% -7.8% 5.4% 8.4%
2009 18.0% -6.7% 4.8% 16.5% 3.7%
2008 -9.8% -2.6% -2.6% -6.7% 2.0%
2007 12.1% 2.9% 4.4% 2.7% 1.7%
2006 9.0% 6.3% -6.8% 3.9% 5.9%
2005 20.1% 1.2% 3.8% 8.0% 5.9%
2004 9.6% -1.0% 2.5% 1.0% 6.9%
2003 21.2% -1.9% 9.5% 3.9% 8.6%
2002 -23.8% 2.1% -11.3% -18.7% 3.5%
2001 -20.6% -10.9% 1.4% -19.8% 9.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date31/10/2000
  • Share Class size223Mn
  • Base currencyEUR
  • ISIN LU0117287580

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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