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BSF Global Long/Short Equity D2 EUR

Ranked 83 out of 180 in - Long/Short Equity over 3 months
All calculations are in EUR unless stated

Managed by

Kevin Franklin

Kevin Franklin joined BlackRock in 2010, after a year at Marble Bar Asset Management in London, where he was head of Automated Trading. Prior to this, Franklin was head of Portfolio Management for The 32 Capital Fund equity long-short strategy, as well as head of Market Neutral, Europe Active Equities. Franklin is currently responsible for BlackRock's Global Equity Strategies and is lead manager on the BSF Global Long/Short Equity fund. He earned a BS degree in applied physics and history from the California Institute of Technology in 2000.

Gearoid Neligan

Gearoid Neligan is a portfolio manager responsible for global equity market neutral strategies at BlackRock. Neligan's service with the firm dates back to 2006, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he served as a portfolio manager within the European Scientific Active Equity team focusing on European long-only and 120/20 strategies. Neligan earned a Bachelor of Commerce degree from University College Dublin and an MSc in international securities, investments, and banking from the University of Reading.

Objective

The Fund seeks to achieve a positive absolute return for investors regardless of market movements.The Fund intends to take full advantage of the ability to invest in derivatives providing synthetic long and/or synthetic short positions with the aim of maximising positive returns. The Fund will seek to gain at least 70% of its investment exposure through equities and equity related securities (including derivatives) of, or giving exposure to, companies domiciled in, or exercising the predominant part of their economic activity in developed markets.

Showing fund performance in Cyprus View performance globally

Performance

Long/Short Equity over : 30/03/2018 - 30/06/2018
  • Rank 83/180 Total Return
  • Rank 144/180 Standard Deviation
  • Rank 98/180 Max Drawdown
Fund Name Currency Loss
96 Lazard US Fundamental Alternative EA Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

97 ABN AMRO Total Return Global Equities C EUR

-1.5%

98 BSF Global Long/Short Equity D2 EUR EUR

-1.5%

98 BSF European Absolute Return A2 EUR EUR

-1.5%

100 Danske Invest SICAV - Europe Absolute A EUR

-1.6%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7% 0.3%
2017 9.5% 3.1% 1.0% 3.6% 1.5%
2016 -6.3% -4.7% -4.9% 1.0% 2.5%
2015 -1.2% 0.2% -1.6% 0.6% -0.4%
2014 5.4% -1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date03/06/2014
  • Share Class size29Mn
  • Base currencyEUR
  • ISIN LU1069250972

Purchase Info

  • Min. initial investment73,427
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment1.2

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