Inscrivez-vous pour avoir accès illimité à toute la base de données Citywire sur les gérants de fonds. L’inscription est gratuite et ne prend que quelques minutes.

BGF World Gold A2 USD

Classé 14 sur 22 en - Or & Métaux précieux sur 12 mois
All calculations are in EUR unless stated

Géré par

Evy Hambro

Evy Hambro was born in 1972 in London and graduated from Newcastle University with a BSc Hons in Marketing. He has over 20 years of experience in the financial services industry. He began his career in 1994 at Mercury Asset Management and was part of the investment team that was acquired by Merrill Lynch (now BlackRock) in 1997. After ten years working in the London office, he moved to Sydney for three years and later Toronto conducting research for the investment team. He is currently based in the London office and is the lead manager of the BGF World Mining Fund and BGF World Gold Fund. Outside of work Evy enjoys wine, surfing and playing tennis and golf.

Tom Holl

Tom Holl is currently a portfolio manager who specialises in mining & gold companies at BlackRock’s London office where he joined in 2006. Tom majored in Land Economy at Magdalene College, Cambridge University. He is a CFA charterholder. Away from the office, Tom enjoys golf, tennis, soccer and music.

Objectif

The Fund seeks to maximise total return. It invests globally at least 70% of its total assets in the equity securities of companies whose predominant economic activity is gold-mining. It may also invest in the equity securities of companies whose predominant economic activity is other precious metal or mineral and base metal or mineral mining. The Fund does not hold physical gold or metal. The Fund may use derivatives for investment purposes and for the purposes of efficient portfolio management.

Performance

Or & Métaux précieux sur : 30/09/2017 - 30/09/2018
  • Classement 14/22 Rendement total
  • Classement 7/22 Ecart-type
  • Classement 17/22 Perte maximale
Nom du fonds Currency Rendement total
12 Schroder ISF Global Gold A Acc USD EUR

-22,0%

13 AAZ Prestige Or EUR

-22,4%

14 BGF World Gold A2 USD EUR

-22,5%

15 Edmond de Rothschild Goldsphere A EUR

-22,7%

16 Tocqueville Gold P EUR

-22,8%

Rendement total

Performance trimestrielle

au 30/09/2018 Annuel T1 T2 T3 T4
2018 -13,3% 5,0% -13,3%
2017 -9,8% 3,6% -9,9% -1,5% -2,0%
2016 55,4% 33,1% 37,3% -2,8% -12,5%
2015 -13,0% 8,2% -5,7% -18,4% 4,4%
2014 8,0% 13,8% 6,9% -6,6% -5,0%
2013 -50,3% -15,2% -38,1% 10,8% -14,6%
2012 -9,6% -4,9% -6,6% 16,5% -12,6%
2011 -15,2% -9,3% -8,8% 2,7% -0,1%
2010 45,4% 3,3% 22,1% 2,3% 12,8%
2009 43,8% 15,7% 5,5% 8,4% 8,8%
2008 -31,0% -2,0% -0,5% -24,1% -6,8%
2007 20,5% -0,7% -0,9% 21,0% 1,3%
2006 14,0% 14,2% -3,5% -5,6% 9,6%
2005 51,0% -0,7% 7,8% 22,4% 15,3%
2004 -13,0% -1,0% -16,8% 12,2% -5,9%
2003 27,7% -16,2% 10,2% 23,8% 11,7%
2002 67,2% 57,5% 1,0% -3,4% 8,8%
2001 45,9% 5,7% 36,5% -5,5% 6,9%
2000 -16,5% -9,6% -0,7% 1,0% -7,9%
1999 61,1% 19,6% 10,3% 27,4% -4,2%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Autriche
  2. Bahreïn
  3. Belgique
  4. Brunéi Darussalam
  5. Chili
  6. République tchèque
  7. Danemark
  8. Finlande
  9. France
  10. Allemagne
  11. Gibraltar
  12. Grèce
  13. Hong Kong
  14. Hongrie
  15. Islande
  16. Irlande
  17. Italie
  18. Jersey
  19. Korea
  20. Luxembourg
  21. Macau
  22. Pays-Bas
  23. Norvège
  24. Pologne
  25. Portugal
  26. Singapour
  27. Slovaquie
  28. Espagne
  29. Suède
  30. Suisse
  31. Taïwan
  32. Royaume-Uni

Information sur le fonds

  • Date de lancement30/12/1994
  • Taille de la share class2 491Mn
  • Devise de baseUSD
  • Code ISIN LU0055631609

Information pour achat

  • Minimum investissement de départ5 000
  • Montant minimum de versements périodiques0

Frais

  • Gestion annuelle1,75%
  • Investissement de départ5,00%

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).