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BSF Managed Index Ptf-Con D2 GBP Hgd

Ranked 13 out of 58 in - Balanced EUR over 12 months
All calculations are in GBP unless stated

Managed by

Anthony Chan

Chris Downing

Stephen Walker

Steve Walker, director and portfolio manager, is a member of the Beta Strategies Group and head of the EMEA Index Asset Allocation team. Walker began his career at Coutts & Co bank as a portfolio manager in the discretionary investment team, later joining Barclays Global Investors in 2007, which merged with BlackRock in 2009.

Objective

This fund aims to deliver a total return, which is a combination of capital growth and income, commensurate with a conservative level of risk by obtaining indirect exposure to a broad range of asset classes, which may include equity and equity-related securities, fixed income and fixed income-related securities, alternative assets, cash and near-cash instruments. Exposure to these asset classes will be achieved through investments in units of undertakings for collective investment, including but not limited to Exchange Traded Funds and other Index Funds managed by an affiliate of the BlackRock Group.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced EUR over : 31/03/2018 - 31/03/2019
  • Rank 13/58 Total Return
  • Rank 30/58 Standard Deviation
  • Rank 16/58 Max Drawdown
Fund Name Currency Return
11 Legg Mason QSI MA Euro Bal Fd A Acc EUR GBP

4.7%

12 AAMMF Verzekeringen Beleggingsfonds MatigOffensief A GBP

4.4%

13 BSF Managed Index Ptf-Con D2 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

4.1%

14 Flossbach von Storch - Multi Asset - Balanced IT GBP

3.4%

15 BL Global 50 B Cap GBP

3.0%

Fund Name Currency Loss
14 PIMCO FI Global Inflation Protection Eur Inst Acc GBP

-5.0%

15 DWS Invest Multi Asset Income LD GBP

-5.1%

16 BSF Managed Index Ptf-Con D2 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.2%

17 MS INVF Global Balanced Income A EUR GBP

-5.2%

18 Moorea Fund Gestion Patrimoniale RE GBP

-5.3%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.9%
2018 0.7% 1.9% -5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date26/01/2018
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1733247586
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100,000

Charges

  • Annual management0.37%
  • 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).