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BGF European Focus A2 EUR

Ranked 85 out of 101 in - Europe over 12 months
All calculations are in USD unless stated

Managed by

Nigel Bolton

Nigel Bolton is managing director and head of the European equity style diversified team at BlackRock, and is responsible for the European equity team investment process and business development. He has overall responsibility for all European accounts and is directly responsible for the BGF European and European Focus portfolios. Bolton joined BlackRock in 2008 from Scottish Widows Investment Partnership (SWIP), where he was a director and head of European equities. Prior to joining SWIP in 2004, he was with WP Stewart (Europe) Ltd., as head of European investments. From 1992 to 2003, Bolton was with Citigroup Global Asset Management, where he was a managing director and head of European equities. Previously, he was with Abbey Life Investment Services from 1989 to 1992. He began his career as an investment analyst with BSW in 1985. Bolton earned a BA degree with honours in economics from the University of Nottingham in 1985.

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.

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Performance

Europe over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% 7.4%
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

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
British American Tobacco PLC ORD 4.52
Compagnie Financiere Richemont SA ORD 3.73
Fresenius Medical Care AG & Co KGaA ORD 3.70
Reckitt Benckiser Group PLC ORD 3.41
Shire PLC ORD 3.34
ING Groep NV ORD 3.30
Vinci SA ORD 3.29
Danske Bank A/S ORD 3.22
Merck KGaA ORD 3.02
CRH PLC ORD 2.84
30/06/2017

Registered For Sale In

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

Fund Info

  • Launch date14/10/2005
  • Share Class size329Mn
  • Base currencyEUR
  • ISIN LU0229084990

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment5

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).