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BGF World Gold A2RF USD

Ranked 25 out of 115 in - Gold & Precious Metals over 12 months
All calculations are in USD

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.

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 : 31/07/2014 - 31/07/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 -4.0% -2.1%
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 -5.7%

Month by Month Performance

Returns Vs Risk

Fund Info

  • Launch date30/12/1994
  • Share Class size1,743Mn
  • Base currencyUSD
  • ISIN LU0055631609

Purchase Info

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

Charges

  • Annual management1.8%
  • Initial investment5

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