Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

BGF Pacific Equity A2 USD

Ranked 15 out of 31 in - Asia Pacific Including Japan over 12 months
All calculations are in CHF unless stated

Managed by

Oisin Crawley

Oisin Crawley, CFA, director, is a portfolio manager, research analyst and head of research within the Asian Equities team in the Fundamental Equity division of BlackRock's Alpha Strategies Group. He is responsible for coordinating team research and ideas output, managing regional equity strategies and assists in setting regional equity investment strategies. Oisin also provides research coverage for Australian equities. Before joining BlackRock in 2014, he was a partner at TT International in London, and then Hong Kong, with responsibility for Asia-Pacific within ACWI, along with the development and management of regional equity funds. Oisin started his career at Morgan Stanley in 1999 as a European equity analyst. He earned a BA with honours in Oriental Studies (Japanese) from Cambridge University in 1999.

Chris Hall

Objective

The Fund seeks to maximise total return. The Fund invests at least 70% of its total assets in the equity securities of companies domiciled in, or exercising the predominant part of their economic activity in the Asia Pacific region. Currency exposure is flexibly managed.

Showing fund performance in Switzerland View performance globally

Performance

Asia Pacific Including Japan over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 7.9% -0.5%
2016 3.2% -8.8% 3.0% 6.8% 2.9%
2015 -1.7% 4.4% -2.2% -11.6% 9.0%
2014 10.4% -4.6% 7.1% 5.7% 2.3%
2013 17.8% 13.7% -1.8% 2.6% 2.8%
2012 19.4% 10.5% -2.8% 4.3% 6.6%
2011 -21.3% -3.6% -8.4% -13.2% 2.7%
2010 3.3% 6.6% -10.2% 2.1% 5.7%
2009 28.2% -4.3% 21.9% 7.5% 2.1%
2008 -42.5% -23.4% 3.9% -11.8% -18.1%
2007 4.8% 2.5% 5.4% 2.9% -5.7%
2006 5.9% 7.7% -9.0% 2.7% 5.2%
2005 47.0% 5.4% 6.3% 16.8% 12.3%
2004 4.2% 13.7% -7.6% -1.9% 1.0%
2003 23.8% -4.9% 10.0% 15.1% 2.9%
2002 -29.5% 3.2% -14.8% -13.0% -7.8%
2001 -16.0% -1.4% 3.0% -25.1% 10.5%
2000 -28.8% 10.6% -13.6% -1.2% -24.6%
1999 175.7% 20.8% 26.2% 14.5% 58.0%
1998 0.5% 11.9% -5.4% -17.4% 15.0%
1997 1.5% 10.6% 19.9% -4.5% -19.9%
1996 24.4% 6.8% 9.2% -1.2% 8.0%
1995 1.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Samsung Electronics Co Ltd ORD 4.63
Mitsubishi UFJ Financial Group Inc ORD 4.07
BlackRock ICS Inst USD Liq Agency Dist 2.42
Tencent Holdings Ltd ORD 2.32
JFE Holdings Inc ORD 2.16
Orix Corp ORD 1.91
Bank of China Ltd ORD 1.90
Australia and New Zealand Banking Group Ltd ORD 1.87
Doosan Bobcat Inc ORD 1.86
Komatsu Ltd ORD 1.69
30/06/2017

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Gibraltar
  9. Greece
  10. Hong Kong
  11. Hungary
  12. Iceland
  13. Ireland
  14. Italy
  15. Jersey
  16. Korea
  17. Luxembourg
  18. Macau
  19. Netherlands
  20. Norway
  21. Poland
  22. Portugal
  23. Singapore
  24. Spain
  25. Sweden
  26. Switzerland
  27. Taiwan
  28. United Kingdom

Fund Info

  • Launch date05/08/1994
  • Share Class size86Mn
  • Base currencyUSD
  • ISIN LU0035112944

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

Related News

BlackRock Asian equity chief: China slowdown surprised us

Citywire A-rated Andrew Swan was surprised by recent weak data but believes the Chinese authorities have enough firepower to respond.

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).