BGF Asian Growth Leaders A2RF USD
Managed by
Emily Dong
Emily Dong is a portfolio manager for the Asian Growth Leaders fund at BlackRock and is responsible for managing regional unconstrained strategies and assists in setting regional equity investment strategy. Prior to joining BlackRock in 2010, Emily worked at China Renaissance Capital Investment and JMB Capital Partners as a senior investment professional. She began her career at China International Capital Corporation (CICC) as an equity analyst. Emily earned a BA degree in international finance from Peking University in China in 2001 and an MBA degree from the Harvard Business School in 2006.
Andrew Swan
Andrew Swan is a managing director and head of Asian fundamental equities at BlackRock where he runs the BGF Asia Dragon Fund. Prior to joining BlackRock in August 2011, Andrew spent eight years at JP Morgan Asset Management. He studied commerce at the University of New South Wales, Australia. Based in Hong Kong, outside of fund management Andrew enjoys golf and skiing.
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 activity in Asia, excluding Japan. The Fund places particular emphasis on sectors and companies that, in the opinion of the Investment Adviser, exhibit growth investment characteristics, such as above average growth rates in earnings or sales and high or improving returns on capital.
Performance
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Rank 118/429 Total Return
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Rank 231/429 Standard Deviation
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Rank 131/429 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 116 | Hereford Funds - FIRTH ASIAN Systematic Equit F E | USD | 25.7% |
| 117 | Fidelity Advisor World Asian Spec Situations I-Dis | USD | 25.7% |
| 118 | BGF Asian Growth Leaders A2RF USD | USD | 25.6% |
| 119 | Threadneedle Asia Retail Net Acc GBX | USD | 25.6% |
| 120 | Manulife Superior Selection China Fund | USD | 25.6% |
| 120 | Fidelity Asia A Acc | USD | 25.6% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 229 | Fidelity Asia | USD | 10.3 |
| 230 | ICBC Asia Selection Growth Fund | USD | 10.4 |
| 231 | BGF Asian Growth Leaders A2RF USD | USD | 10.4 |
| 231 | Blackfriars Oriental Focus A USD | USD | 10.4 |
| 233 | Lansforsakringar Asienfond A | USD | 10.4 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 129 | Eastspring Investments-Asian Equity C | USD | -5.7% |
| 130 | Aberdeen Global - Asia Pacific Equity A2 Acc USD | USD | -5.8% |
| 131 | BGF Asian Growth Leaders A2RF USD | USD | -5.8% |
| 131 | First State Asia Opportunities I Acc USD | USD | -5.8% |
| 133 | UBS (CH) Equity Fund - Asia (USD) P | USD | -5.8% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 12.7% | 6.9% | |||
| 2016 | 6.4% | -1.0% | 3.3% | 10.4% | -5.8% |
| 2015 | 1.0% | 8.5% | 4.0% | -17.6% | 8.5% |
| 2014 | 9.5% | -0.7% | 6.3% | 1.8% | 1.9% |
| 2013 | 23.8% | 9.3% | -2.3% | 8.7% | 6.6% |
| 2012 | 5.0% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| Samsung Electronics Co Ltd ORD | 8.38 |
| Tencent Holdings Ltd ORD | 5.80 |
| BlackRock ICS Inst USD Liq Agency Dist | 5.14 |
| AIA Group Ltd ORD | 4.72 |
| JD.com Inc DR | 3.95 |
| China Petroleum & Chemical Corp ORD | 3.68 |
| Chongqing Rural Commercial Bank Co Ltd ORD | 3.46 |
| Posco ORD | 3.34 |
| NetEase Inc DR | 3.22 |
| Bank Negara Indonesia (Persero) Tbk PT ORD | 3.17 |
Registered For Sale In
- Austria
- Belgium
- Chile
- Denmark
- Finland
- France
- Germany
- Hong Kong
- Ireland
- Italy
- Jersey
- Korea
- Luxembourg
- Macau
- Netherlands
- Norway
- Portugal
- Singapore
- Spain
- Sweden
- Switzerland
- United Kingdom
Fund Info
- Launch date31/10/2012
- Share Class size1,077Mn
- Base currencyUSD
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ISIN LU0821914370
Purchase Info
- Min. initial investment5,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment5