BGF Swiss Small & MidCap Opp A2 CHF
Managed by
David Tovey
David Tovey was born in London during the late seventies. He graduated from the University of Warwick in 1998 with a degree in economics. He joined Blackrock (then Merrill Lynch) in the same year as an analyst. Having progressed to become a fund manager, he currently runs the BGF Swiss Small & Mid Cap Opportunities Fund. Outside of fund management he enjoys tennis.
Objective
The Fund seeks to maximise total return. The Fund invests at least 70% of its total assets in the equity securities of small and mid capitalisation companies domiciled in, or exercising the predominant part of their economic activity in, Switzerland. Small and mid capitalisation companies are considered companies which, at the time of purchase, are not members of the Swiss Market Index.
Performance
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Rank 1/1 Total Return
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Rank 1/1 Standard Deviation
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Rank 1/1 Max Drawdown
Fund Name | Currency | Return | |
---|---|---|---|
1 | BGF Swiss Small & MidCap Opp A2 CHF | EUR | 5.4% |
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Fund Name | Currency | Risk | |
---|---|---|---|
1 | BGF Swiss Small & MidCap Opp A2 CHF | EUR | 11.6 |
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Fund Name | Currency | Loss | |
---|---|---|---|
1 | BGF Swiss Small & MidCap Opp A2 CHF | EUR | -9.2% |
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Total Return
Quarterly Performance
to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|---|
2018 | -5.2% | ||||
2017 | 24.7% | 12.1% | 7.7% | 1.5% | 1.8% |
2016 | 13.7% | -2.1% | 3.8% | 8.8% | 2.9% |
2015 | 27.1% | 23.4% | -1.8% | -4.7% | 10.0% |
2014 | 15.8% | 8.5% | 1.8% | 0.8% | 3.9% |
2013 | 31.9% | 11.8% | -1.8% | 9.2% | 10.1% |
2012 | 18.7% | 12.8% | -6.0% | 6.7% | 4.9% |
2011 | -19.6% | -5.7% | -0.2% | -15.7% | 1.5% |
2010 | 47.9% | 14.0% | 1.2% | 7.5% | 19.3% |
2009 | 36.6% | -11.6% | 23.9% | 19.0% | 4.9% |
2008 | -23.2% | -4.3% | -1.5% | -7.6% | -11.9% |
2007 | 9.8% | 9.5% | 6.7% | -1.8% | -4.3% |
2006 | 34.6% | 13.8% | -1.9% | 7.8% | 11.9% |
2005 | 2.7% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Belgium
- Brunei Darussalam
- Denmark
- Finland
- France
- Germany
- Gibraltar
- Hong Kong
- Hungary
- Ireland
- Italy
- Liechtenstein
- Luxembourg
- Netherlands
- Norway
- Singapore
- Spain
- Sweden
- Switzerland
- United Kingdom
Fund Info
- Launch date01/08/2008
- Share Class size460Mn
- Base currencyUSD
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ISIN LU0376446257
Purchase Info
- Min. initial investment5,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment1.5