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BGF World Gold A2RF USD

Ranked 87 out of 103 in - Gold & Precious Metals over 12 months
All calculations are in USD unless stated

Managed by

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.

Objective

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.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Gold & Precious Metals over : 31/12/2016 - 31/12/2017
  • Rank 87/103 Total Return
  • Rank 12/103 Standard Deviation
  • Rank 20/103 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 2.7% 5.1% -3.9% 2.1% -0.4%
2016 50.9% 39.6% 33.9% -1.6% -17.9%
2015 -21.9% -4.0% -2.1% -18.2% 1.6%
2014 -5.2% 13.8% 6.2% -13.8% -9.0%
2013 -48.1% -17.4% -37.3% 15.4% -13.0%
2012 -8.2% -2.4% -11.0% 18.1% -10.5%
2011 -17.9% -4.1% -6.9% -4.9% -3.3%
2010 36.0% -2.6% 10.6% 14.0% 10.8%
2009 48.5% 10.5% 11.5% 12.9% 6.8%
2008 -34.4% 6.2% -1.0% -32.4% -7.8%
2007 33.7% 0.2% 0.6% 27.4% 4.1%
2006 27.5% 17.2% 1.9% -6.5% 14.1%
2005 31.1% -5.0% 0.4% 21.9% 12.8%
2004 -6.2% -3.6% -17.6% 14.5% 3.0%
2003 53.5% -12.9% 16.0% 25.5% 21.0%
2002 97.0% 54.3% 14.3% -3.3% 15.5%
2001 38.3% -0.5% 30.7% 1.7% 4.6%
2000 -21.8% -13.7% -0.5% -7.0% -2.0%
1999 37.5% 10.0% 5.4% 31.6% -9.8%
1998 -8.6% 7.4% -20.3% 14.2% -6.6%
1997 -40.4% -0.9% -17.6% -4.9% -23.2%
1996 2.1% 24.2% -5.1% -6.7% -7.2%
1995 -2.7% -10.9% 5.1% 10.3% -5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Brunei Darussalam
  5. Chile
  6. Czech Republic
  7. Denmark
  8. Finland
  9. France
  10. Germany
  11. Gibraltar
  12. Greece
  13. Hong Kong
  14. Hungary
  15. Iceland
  16. Ireland
  17. Italy
  18. Jersey
  19. Korea
  20. Luxembourg
  21. Macau
  22. Netherlands
  23. Norway
  24. Poland
  25. Portugal
  26. Singapore
  27. Slovakia
  28. Spain
  29. Sweden
  30. Switzerland
  31. Taiwan
  32. United Kingdom

Fund Info

  • Launch date30/12/1994
  • Share Class size3,656Mn
  • Base currencyUSD
  • ISIN LU0055631609

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment1.75

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