Registrati gratuitamente per ricevere le nostre email con le ultime notizie, le analisi e i commenti da Citywire Italia. Per registrarsi basta un minuto.

BGF European Focus A2 EUR

classificato 162 su 244 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

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.

Obiettivo

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.

Performance

Europa su un periodo di : 31/12/2017 - 31/12/2018
  • Classificazione 162/244 Rendimento totale
  • Classificazione 69/244 Deviazione Standard
  • Classificazione 158/244 Perdita Massima
Nome del Fondo Currency Perdita
156 Investimenti Azionari Europa A EUR

-16,7%

156 UniValueFonds: Europa A EUR

-16,7%

158 BGF European Focus A2 EUR EUR

-16,7%

159 CoRe All Europe E EUR No Dis EUR

-16,7%

160 Jupiter European Growth L EUR Acc EUR

-16,8%

160 Allianz Azioni Europa EUR

-16,8%

Rendimento totale

Performance trimestrale

a 31/12/2018 Annuale T1 T2 T3 T4
2018 -14,5% -3,3% 2,8% 0,0% -14,1%
2017 5,2% 4,0% 0,7% 2,6% -2,2%
2016 -6,6% -8,3% -3,4% 1,5% 3,9%
2015 12,6% 17,0% -0,4% -8,0% 4,9%
2014 4,7% 4,3% -1,8% -1,0% 3,2%
2013 21,7% 5,2% -0,6% 9,2% 6,5%
2012 20,7% 10,2% -3,2% 7,4% 5,4%
2011 -10,3% -1,2% 1,2% -16,3% 7,2%
2010 21,6% 5,5% -5,7% 11,8% 9,4%
2009 44,2% -7,9% 25,4% 21,4% 2,9%
2008 -42,2% -18,0% 1,4% -13,2% -19,9%
2007 8,7% 1,7% 11,0% -1,7% -2,1%
2006 26,8% 8,9% -1,5% 7,4% 10,0%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento

30/11/2018

I 10 principali strumenti in portafogliolio

Azioni Dimensioni
Roche Holding AG Par 5,33%
Novo Nordisk A/S ORD 5,20%
Total SA ORD 4,59%
Lonza Group AG ORD 4,51%
Experian PLC ORD 4,41%
Sanofi SA ORD 4,09%
British American Tobacco PLC ORD 3,87%
Safran SA ORD 3,49%
Unilever PLC ORD 3,40%
London Stock Exchange Group PLC ORD 3,20%
30/11/2018

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Brunei Darussalam
  4. Chile
  5. Danimarca
  6. Finlandia
  7. Francia
  8. Germania
  9. Gibilterra
  10. Grecia
  11. Ungheria
  12. Islanda
  13. Irlanda
  14. Italia
  15. Jersey
  16. Korea
  17. Lussemburgo
  18. Malta
  19. Mauritius
  20. Paesi Bassi
  21. Norvegia
  22. Polonia
  23. Portogallo
  24. Singapore
  25. Spagna
  26. Svezia
  27. Svizzera
  28. Regno Unito

Informazioni sul fondo

  • Inizio collocamento14/10/2005
  • Dimensione share class168Mn
  • Valuta di baseEUR
  • ISIN LU0229084990

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo5.000
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,75%
  • Investimento iniziale5,00%

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).