Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

BSF Managed Index Ptfls - Defensive D2 GBP Hdg

Ranked 4 out of 42 in - Conservative 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.


The Fund aims to deliver a total return, which is a combination of capital growth and income, commensurate with a defensive level of risk. the Fund will seek to achieve its investment objective 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.

Showing fund performance in United Kingdom View performance globally


Conservative EUR over : 31/03/2018 - 31/03/2019
  • Rank 4/42 Total Return
  • Rank 9/42 Standard Deviation
  • Rank 2/42 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.8%
2018 -2.8% -1.4% 0.1% 1.1% -2.6%
2017 4.3% 1.2% 0.4% 0.6% 2.0%
2016 4.6% 2.8% 2.7% 2.2% -3.0%
2015 -0.3% 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Jersey
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date10/04/2015
  • Share Class size06Mn
  • Base currencyGBP
  • ISIN LU1191062733
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0


  • 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).