BL Sustainable Horizon B Cap

Ranked 231 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 the shares without geographical restriction (including emerging countries), sectoral and monetary. The process of selection pays particular attention to factors Environmental, Social and Governance (ESG). The sub-fund may invest up to maximum 10% of its net assets in UCITS and other UCIs having a socially responsible vocation within the framework of the achievement of its objective as well as in UCITS and other UCIs in the purpose of investing its cash.

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 4.2%
2018 2.0% -4.3% 5.0% 4.1% -2.5%
2017 6.4% 4.6% 2.3% -1.8% 1.1%
2016 21.8% 6.6% 8.7% 7.3% -2.0%
2015 9.4% 9.7% -6.8% 0.1% 6.9%
2014 2.3% -0.5% 0.1% -0.4% 3.1%
2013 13.4% 15.1% 0.4% -3.6% 1.7%
2012 4.5% 0.5% 0.4% 1.6% 1.8%
2011 -1.2% -0.8% 4.6% -9.1% 4.7%
2010 5.0% 5.8% -9.3% 4.5% 4.8%
2009 6.8% -10.0% -2.0% 15.5% 4.8%
2008 5.4% 0.0% -3.6% 0.1% 9.2%
2007 9.9% -0.1% 1.0% 1.9% 7.0%
2006 0.8% 2.8% -10.9% 5.1% 4.8%
2005 15.6% 0.2% 3.8% 4.4% 6.6%
2004 5.2% -2.3% 4.9% 0.0% 2.7%
2003 13.7% -4.1% 8.9% 3.2% 5.4%
2002 -37.3% -0.1% -22.2% -21.3% 2.5%
2001 -20.6% -13.7% 7.0% -26.5% 17.0%
2000 2.0% 5.6% 7.1% 1.8% -11.4%
1999 33.4% 10.8% 6.0% -5.7% 20.5%
1998 28.7% 14.1% 3.4% -12.0% 23.9%
1997 13.3% 8.3% -5.1%

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 date03/03/1997
  • Share Class size43Mn
  • Base currencyEUR
  • ISIN LU0093570173

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).