BSF Impact World Equity A2 USD

Ranked 211 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Anna Hawley

Objective

The Fund will seek to achieve this investment objective by taking long and synthetic long exposures. The Fund will seek to gain at least 80% of its investment exposure directly through equities and equity-related securities (including derivatives) of, or giving exposure to, companies domiciled in or exercising the predominant part of their economic activity in developed markets. The Fund will seek to achieve its investment objective by investing at least 80% 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

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.5%
2018 -4.4% -5.3% 9.1% 5.3% -12.1%
2017 13.4% 5.0% 0.2% 1.8% 5.9%
2016 26.3% 1.4% 6.0% 8.5% 8.3%
2015 8.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Apple Inc ORD 2.39%
Amazon.com Inc ORD 1.72%
Microsoft Corp ORD 1.54%
JPMorgan Chase & Co ORD 1.16%
UnitedHealth Group Inc ORD 1.07%
USD Cash 1.07%
Roche Holding AG Par 1.02%
Alphabet Inc ORD 0.91%
Intel Corp ORD 0.88%
Cisco Systems Inc ORD 0.86%
28/02/2019

Registered For Sale In

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

Fund Info

  • Launch date18/08/2015
  • Share Class size04Mn
  • Base currencyUSD
  • ISIN LU1254583351

Purchase Info

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

Charges

Related News

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