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BGF India C2 USD

Ranked 5 out of 9 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 : 30/11/2016 - 30/11/2017
  • Rank 5/9 Total Return
  • Rank 5/9 Standard Deviation
  • Rank 3/9 Max Drawdown
Fund Name Currency Return
3 Schroder ISF Indian Equity C Acc CLP

28.0%

4 DWS India CLP

27.5%

5 BGF India C2 USD CLP

26.2%

6 PARVEST Equity India I Cap USD CLP

25.8%

7 Franklin India A (acc) USD CLP

25.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 16.7% 0.7% 1.4%
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. Chile
  4. France
  5. Germany
  6. Gibraltar
  7. Hong Kong
  8. Iceland
  9. Ireland
  10. Italy
  11. Jersey
  12. Luxembourg
  13. Macau
  14. Malta
  15. Mauritius
  16. Poland
  17. Singapore
  18. Spain
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date02/02/2005
  • Share Class size19Mn
  • 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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Dragons’ den: how Andrew Swan survived China’s credit crunch

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

BlackRock Asia head takes over Pacific equity fund

Citywire AA-rated manager assumes responsibility for $210m strategy following manager exit.

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