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BSF Emerging Markets Allocation A2 USD

Rang 5 von 8 in - Mischfonds - Schwellenländer über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Gerardo Rodriguez

Gerardo Rodriguez, managing director, is portfolio manager for the EM Allocation fund and head of Emerging Markets Multi-Asset Strategies. His responsibilities include the development of Emerging Markets products and the oversight of the EM Platform at BlackRock. Gerardo joined BlackRock in 2013 after a fruitful career of more than 14 years in the Mexican Ministry of Finance where he last served as undersecretary of finance and public credit. He has extensive experience in macroeconomic policy, financial market development and infrastructure financing/development. As undersecretary, he oversaw all aspects related to the development of the local financial system and international affairs of the Ministry of Finance. His responsibilities included the regulation and supervision of local financial institutions, public debt management and exchange rate and fiscal policy. When Mexico hosted the G20 Summit in 2012, Gerardo led the process to increase the resources available for the IMF by more than $450 billion. During his tenure at the Ministry of Finance, he was the head of public debt management from 2005 to 2011, where he was responsible for extending the local yield curve out to 30 years and making the local fixed income market easily accessible abroad. He also designed and launched the Treasury Direct Platform to allow individual investors to buy government securities in small denominations via the Internet. Under his leadership the Mexican Government launched a National Infrastructure Fund in 2008 to facilitate the development and financing of new PPP projects. Gerardo earned a BSc in Economics from Universidad de las Americas-Puebla (Mexico) and an MSc in Engineering-Economic Systems and Operations Research from Stanford University.

Jeff Shen

Jeff Shen, PhD, managing director, is the head of BlackRock's emerging markets and co-head of investments for BlackRock's Scientific Active Equity. He is a member of the Global Operating Committee, Human Capital Committee and Asia Pacific Operating Committee. His service with the firm dates back to 2004, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, Jeff was the head of Asia and emerging market equity investment. Prior to joining BGI, he was the global head of asset allocation research and macro absolute return investment at JP Morgan Asset Management. Jeff began his career in 1997 and worked in fund of hedge funds, risk management research and macro investment functions for JP Morgan in New York and London. In addition, he is an adjunct professor at NYU teaching an MBA class on international investment. He earned a BA in Economics from Hobart College, an MA in Economics from the University of Massachusetts at Amherst and a PhD in Finance from the New York University.

Anlageziel

The Fund seeks to maximise total returns for investors. It will seek to gain at least 80% of its investment exposure to companies domiciled in, or exercising the predominant part of their economic activity in, emerging markets. The Fund will seek to achieve this investment objective by investing at least 80% of its total assets, directly or indirectly in equities and equity-related securities, fixed income and fixed income-related securities (including derivatives in each case) collective investment schemes, and, when determined appropriate, cash and near-cash instruments.

Performance

Mischfonds - Schwellenländer über : 30.11.2016 - 30.11.2017

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 29.09.2017 Jährlich Q1 Q2 Q3 Q4
2017 6,3% -2,7% 2,4%
2016 15,5% 3,7% 5,9% 5,1% 0,0%
2015 -0,2% 15,2% -4,7% -10,4% 1,4%
2014 16,8% 0,3% 6,6% 8,3% 0,8%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Belgien
  3. Dänemark
  4. Finnland
  5. Frankreich
  6. Deutschland
  7. Irland
  8. Jersey
  9. Luxemburg
  10. Niederlande
  11. Norwegen
  12. Portugal
  13. Spanien
  14. Schweden
  15. Schweiz
  16. Vereinigtes Königreich

Information über den Fonds

  • Starttermin15.11.2013
  • Größe der Anteilsklasse61Mn
  • BasiswährungUSD
  • ISIN LU0978825924

Kaufinformation

  • Mindestanlage (initial)5.000
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,30%
  • Ausgabeaufschlag5

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)