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BGF European Focus A2 EUR

Ranked 96 out of 100 in - Europe over 12 months
All calculations are in USD unless stated

Managed by

Nigel Bolton

Nigel Bolton, FCSI, managing director, is chief investment officer (CIO) of fundamental active equities and head of the European equity team within BlackRock's Active Equity business. Bolton manages Blackrock's key pan-European equity strategies as well as leading the firm's investment processes and business development across the Fundamental Active Equity group. Prior to joining BlackRock in 2008, Bolton held a number of senior positions in asset management including Scottish Widows Investment Partnership and Citigroup Global Asset Management, where he was head of European equities. With over 30 years' experience in investment management, he is widely regarded as an expert in equity fund management and has won numerous prestigious industry awards such as Morningstar's European Fund Manager of the Year. He regularly appears on CNBC and Bloomberg TV. Bolton earned a BA degree, with honours, in economics from the University of Nottingham and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Simon Hunter

Simon Hunter is a Vice President and research analyst in BlackRock’s European Equity team within the Fundamental Equity division of the Alpha Strategies Group. Prior to joining BlackRock in 2010, Hunter spent three and a half years at Scottish Widows Investment Partnership, which he joined as a graduate trainee. Hunter spent his first year covering European markets before moving to cover US equities. Most recently, Hunter had specific research responsibility for analysing US financial companies. Hunter earned an MA in economics, politics and philosophy from the University of St. Oxford in 2006.

Objective

The Fund seeks to maximise total return. It invests at least 70% of its total assets in a concentrated portfolio of equity securities of companies domiciled in, or exercising the predominant part of their economic activity in, Europe.

Showing fund performance in Singapore View performance globally

Performance

Europe over : 31/12/2016 - 31/12/2017
  • Rank 96/100 Total Return
  • Rank 66/100 Standard Deviation
  • Rank 74/100 Max Drawdown
Fund Name Currency Return
94 Fidelity FAST Europe A-DIST-EUR USD

20.1%

95 Franklin Mutual European A (acc) USD USD

19.8%

96 BGF European Focus A2 EUR USD

19.8%

97 EI Sturdza Strategic Europe Value USD USD

15.0%

98 Robeco QI European Conservative Equities IH USD

Currency exposure is hedged

Currency exposure is hedged

USD

14.5%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 19.8% 5.5% 7.4% 6.4% -0.6%
2016 -9.3% -3.8% -5.9% 2.7% -2.5%
2015 1.1% 3.9% 3.3% -7.8% 2.1%
2014 -8.1% 4.3% -2.4% -8.7% -1.1%
2013 27.2% 2.4% 0.7% 13.7% 8.4%
2012 22.6% 13.1% -7.8% 8.8% 8.0%
2011 -13.2% 4.5% 3.4% -22.5% 3.7%
2010 13.7% -0.5% -14.6% 24.6% 7.5%
2009 48.9% -12.0% 32.5% 26.5% 1.0%
2008 -45.0% -11.1% 0.8% -22.6% -20.7%
2007 20.5% 2.7% 12.6% 3.6% 0.7%
2006 41.7% 11.8% 4.1% 6.4% 14.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Brunei Darussalam
  4. Chile
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hungary
  12. Iceland
  13. Ireland
  14. Italy
  15. Jersey
  16. Korea
  17. Luxembourg
  18. Malta
  19. Mauritius
  20. Netherlands
  21. Norway
  22. Poland
  23. Portugal
  24. Singapore
  25. Spain
  26. Sweden
  27. Switzerland
  28. United Kingdom

Fund Info

  • Launch date14/10/2005
  • Share Class size301Mn
  • Base currencyUSD
  • ISIN LU0229084990

Purchase Info

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

Charges

  • Annual management1.75%
  • Initial investment1.75

Related News

European equities: sorting the wheat from the chaff

The sheer breadth of investment potential in European equities is one of the sector’s outstanding attractions. We talk to leading fund managers to see how they are making the most of the variety in a market that’s still cheap.

European equities: looking past the clouds

A number of Europe’s leading fund managers have demonstrated their skill by rising to the challenge of uncertain markets and many are now increasingly confident the worst is over.

BlackRock's bond chief steps down as Bolton named CIO

Major changes at the US giant's helm as it restructures its bond team and promotes equity star Nigel Bolton.

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