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BGF India C2 USD

Ranked 5 out of 8 in - India over 12 months
All calculations are in CLP unless stated

Managed by

Andrew Swan

Andrew Swan is a managing director and head of Asian fundamental equities at BlackRock where he runs the BGF Asia Dragon Fund. Prior to joining BlackRock in August 2011, Andrew spent eight years at JP Morgan Asset Management. He studied commerce at the University of New South Wales, Australia. Based in Hong Kong, outside of fund management Andrew enjoys golf and skiing.

Objective

The Fund seeks to maximise total return and invests at least 70% of its total net assets in the equity securities of companies domiciled in, or exercising the predominant part of their economic activity in, India.

Showing fund performance in Chile View performance globally

Performance

India over : 30/04/2017 - 30/04/2018
  • Rank 5/8 Total Return
  • Rank 5/8 Standard Deviation
  • Rank 5/8 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -9.0%
2017 27.6% 16.7% 0.7% 1.4% 7.1%
2016 -5.1% -8.3% 3.5% 8.9% -8.1%
2015 14.1% 9.8% 0.2% 2.6% 1.1%
2014 58.6% 13.3% 18.0% 12.4% 5.7%
2013 1.4% -7.2% 0.2% -6.6% 16.6%
2012 12.3% 9.2% -8.9% 8.5% 4.0%
2011 -31.0% -4.4% -4.3% -9.1% -17.0%
2010 10.9% 7.2% 6.3% 1.4% -4.0%
2009 46.4% -13.2% 38.1% 21.9% 0.1%
2008 -53.7% -37.8% -3.0% -9.9% -14.8%
2007 54.9% -3.9% 17.6% 15.7% 18.5%
2006 13.7% 14.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Brunei Darussalam
  4. Chile
  5. France
  6. Germany
  7. Gibraltar
  8. Hong Kong
  9. Iceland
  10. Ireland
  11. Italy
  12. Jersey
  13. Luxembourg
  14. Macau
  15. Malta
  16. Mauritius
  17. Poland
  18. Singapore
  19. Spain
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date02/02/2005
  • Share Class size17Mn
  • Base currencyUSD
  • ISIN LU0248424524

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0

Related News

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From taper tantrums to China’s credit crunch, BlackRock’s Asia equity head has weathered an unprecedented onslaught and come out on top.

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