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BSF European Diversified Equity Abs Ret A2 EUR

Ranked 133 out of 173 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Robert Fisher

Robert Fisher joined Barclay’s Global Investors (BGI) in 2001, which later merged with BlackRock 2009. In his current role, Fisher is a senior portfolio manager and a member of the European Equities team in the Scientific Active Equity division of BlackRock's Portfolio Management Group. Prior to joining BGI, he worked at the Bank of New York. Fisher earned a masters in aeronautical & astronautical engineering from Southampton University in 1999.

Simon Weinberger

Objective

The Fund seeks to achieve a positive absolute return for investors regardless of market movements. The Fund will seek to achieve this investment objective through an investment of at least 70% of its total assets in equities and equity-related securities (including derivatives) of companies domiciled in, or exercising the predominant part of their economic activity in Europe and, when determined appropriate, cash and near-cash instruments. The Fund will be highly diversified across the universe of European equities, whilst seeking to minimise net exposure to underlying European equity markets.

Showing fund performance in Jersey View performance globally

Performance

Long/Short Equity over : 31/03/2017 - 31/03/2018
  • Rank 133/173 Total Return
  • Rank 148/173 Standard Deviation
  • Rank 155/173 Max Drawdown
Fund Name Currency Return
131 UBI SICAV - Long/Short Euro I EUR

-2.3%

132 Artemis Pan European Absolute Return I EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

133 BSF European Diversified Equity Abs Ret A2 EUR EUR

-2.3%

134 MFM Funds Lux-MFM Global Thematic Lg/Sht-I EUR EUR

-2.4%

135 DNCA Invest Velador B EUR

-2.4%

Fund Name Currency Risk
146 Ardevora Global Equity C EUR EUR

8.0

147 Incline Global Long/Short Equity E EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

8.3

148 BSF European Diversified Equity Abs Ret A2 EUR EUR

8.3

149 Arcus Japan Long/Short Institutional EUR EUR

8.5

150 RBR European Long Short (LUX) P EUR EUR

9.1

Fund Name Currency Loss
153 Trias L/S Fund Class EUR EUR

-7.9%

154 LF Odey Absolute Return EUR Hgd Inst Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-8.1%

155 BSF European Diversified Equity Abs Ret A2 EUR EUR

-8.2%

156 Schroder ISF QEP Global Value Plus EUR A Acc EUR

-8.2%

157 Arcus Japan Long/Short Institutional EUR EUR

-8.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1%
2017 1.2% 1.4% -0.7% -0.7% 1.2%
2016 -11.8% -2.8% -2.7% -0.5% -6.3%
2015 4.6% 3.5% 1.6% 0.4% -1.0%
2014 3.7% -0.6% -3.0% 5.7% 1.8%
2013 18.0% 5.3% 1.3% 0.2% 10.4%
2012 -0.5% -1.7% -0.4% 3.9% -2.2%
2011 -4.5% 5.4% -3.2% -4.6% -2.0%
2010 6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Hungary
  8. Ireland
  9. Jersey
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Poland
  14. Portugal
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date06/08/2010
  • Share Class size36Mn
  • Base currencyEUR
  • ISIN LU0525202155

Purchase Info

  • Min. initial investment3,678
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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