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BGF US Small & MidCap Opportunities A2 USD

Ranked 5 out of 13 in - US Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Antonio DeSpirito

Antonio DeSpirito graduated from the Univeristy of Pennsylvania with a BS degree in economics and finance and also graduated from the Harvard Law School with a JD in law. He started his career in 1993 with Ropes & Gray LLP where he was an attorney. From 1996 he was managing principal and a portfolio manager at Pzena Investment Management before moving to BlackRock in 2014.

Franco Tapia

David Zhao

Objective

The Fund seeks to maximise total return. It invests at least 70% of its total assets in the equity securities of small and mid capitalization companies domiciled in, or exercising the predominant part of their economic activity in, the US. Small and mid capitalization companies are considered companies which, at the time of purchase, form the bottom 30% by market capitalization of US stock markets.

Showing fund performance in Hong Kong View performance globally

Performance

US Small & Medium Companies over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 13.0% 5.6% 0.7% 2.1% 4.2%
2016 5.9% -3.8% 1.3% 6.2% 2.3%
2015 -2.6% 4.4% 0.1% -10.5% 4.1%
2014 11.8% 1.5% 6.0% -2.7% 6.8%
2013 39.9% 13.8% 1.7% 9.8% 10.0%
2012 7.1% 11.1% -7.4% 3.9% 0.1%
2011 -10.9% 5.7% -0.9% -23.6% 11.2%
2010 21.9% 4.7% -9.1% 14.2% 12.1%
2009 40.8% -7.4% 22.3% 16.3% 7.0%
2008 -38.3% -10.3% 6.0% -16.9% -21.9%
2007 13.0% 3.2% 4.2% 3.2% 1.9%
2006 11.2% 15.8% -9.1% 0.5% 5.2%
2005 12.4% -4.3% 5.4% 8.6% 2.7%
2004 13.4% 2.3% 0.8% -3.5% 14.0%
2003 42.1% 0.1% 18.2% 9.7% 9.4%
2002 -27.3% -2.6% -14.8% -12.7% 0.4%
2001 -17.0% -26.6% 18.1% -23.0% 24.3%
2000 -6.1% 17.1% -7.2% 1.1% -14.6%
1999 91.9% 6.6% 18.7% 1.3% 49.8%
1998 0.1% 9.6% -3.4% -22.3% 21.6%
1997 13.6% -7.4% 8.9% 13.0% -0.2%
1996 23.0% 12.1% 9.5% 6.9% -6.2%
1995 27.4% 5.8% 11.6% 11.0% -2.8%
1994 1.9% 0.5% -3.4% 4.7% 0.3%
1993 17.8% 7.1% -0.4% 9.1% 1.3%
1992 18.1% 1.2% -12.9% 6.6% 25.8%
1991 64.2% 29.4% -1.1% 16.2% 10.4%
1990 9.6% 3.0% 21.9% -4.3% -8.8%
1989 31.0% 12.7% 5.1% 7.1% 3.3%
1988 9.6% 9.9% -2.3% 1.4% 0.7%
1987 17.3% -36.6%

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. Iceland
  14. Ireland
  15. Italy
  16. Jersey
  17. Korea
  18. Luxembourg
  19. Macau
  20. Netherlands
  21. Norway
  22. Peru
  23. Poland
  24. Portugal
  25. Singapore
  26. Spain
  27. Sweden
  28. Switzerland
  29. Taiwan
  30. United Kingdom

Fund Info

  • Launch date13/05/1987
  • Share Class size170Mn
  • Base currencyUSD
  • ISIN LU0006061336

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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