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BSF European Diversified Equity Abs Ret A2 EUR

Ranked 128 out of 183 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.

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Performance

Long/Short Equity over : 31/12/2016 - 31/12/2017
  • Rank 128/183 Total Return
  • Rank 72/183 Standard Deviation
  • Rank 106/183 Max Drawdown
Fund Name Currency Return
126 Schroder ISF European Alpha Abs Return C Acc EUR

1.3%

127 Finlabo Investments Sicav Dynamic US Equity P EUR

1.3%

128 BSF European Diversified Equity Abs Ret A2 EUR EUR

1.2%

129 Rivoli International Fund V9 E

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2%

130 Ibercaja Alpha A, FI EUR

1.2%

Fund Name Currency Risk
70 ZEST Mediterraneus Absolute Value I EUR

3.7

71 UBI SICAV - Long/Short Euro I EUR

3.7

72 BSF European Diversified Equity Abs Ret A2 EUR EUR

3.8

73 DNB Fund TMT Absolute Return A EUR EUR

3.8

74 Man GLG Global Equity Alternative IN EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.8

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
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 size68Mn
  • 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).