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BGF China A2 USD

Ranked 56 out of 75 in - China over 12 months
All calculations are in USD unless stated

Managed by

Helen Zhu

Helen Zhu is head of China Equities for the Fundamental Equity division of BlackRock's Alpha Strategies Group. Before joining BlackRock in 2014, Zhu spent eight years at Goldman Sachs in Hong Kong, most recently as Chief China Strategist within the Global Investment Research division. Prior to this role, she was the Business Unit leader for the Telecom/Internet and Media sector research team. Zhu joined Goldman Sachs from ABN AMRO, where she spent five years and was sector head of the Asian telecom research team. Zhu was educated at the Massachusetts Institute of Technology where she studied Electrical Engineering and Computer Science.

Objective

The Fund seeks to maximise total return. It 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 People's Republic of China.

Showing fund performance in Hong Kong View performance globally

Performance

China over : 31/03/2017 - 31/03/2018
  • Rank 56/75 Total Return
  • Rank 69/75 Standard Deviation
  • Rank 70/75 Max Drawdown
Fund Name Currency Loss
68 ZEAL Voyage China Fund HKD USD

-10.3%

69 BlackRock China Fund A2 USD USD

-10.4%

70 BGF China A2 USD USD

-10.4%

71 Lyxor China A Fund USD

-10.5%

72 BOCIP China Value Fund A HKD USD

-11.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.7%
2017 36.7% 11.3% 6.7% 9.0% 5.6%
2016 5.2% -3.6% 0.6% 15.1% -5.9%
2015 -2.6% 6.2% 10.3% -22.9% 7.8%
2014 14.6% -5.7% 5.2% 4.4% 10.7%
2013 4.2% -3.5% -8.6% 11.6% 5.8%
2012 23.0% 11.5% -6.4% 1.6% 16.1%
2011 -21.1% 3.1% -3.3% -26.9% 8.2%
2010 7.8% -1.4% -2.3% 8.4% 3.2%
2009 79.3% 7.6% 44.1% 5.2% 10.0%
2008 -25.2% -10.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Brunei Darussalam
  4. Chile
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hong Kong
  12. Hungary
  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 date24/06/2008
  • Share Class size965Mn
  • Base currencyUSD
  • ISIN LU0359201612

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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