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BL Equities Europe B Cap

Ranked 25 out of 191 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Ivan Bouillot

Following two years as portfolio manager and investment advisor at Banque Degroof Luxembourg, Ivan Bouillot joined Banque de Luxembourg in 2000 as a financial analyst. Since 2004, he has been in charge of European equity investments for the Bank's funds range. Ivan has a degree in Business and Finance from the ICHEC University in Brussels. In 2000, he obtained his CEFA (Certified EFFAS Financial Analyst) diploma and he has been a CFA (chartered financial analyst) charter holder since 2006.

Objective

The sub-fund invests a minimum of 75% of its net assets in shares of companies whose registered office is located in a Member State of the European Union. The balance is invested in shares of companies listed on a European regulated market. A maximum of 10% of the net assets may be invested in open-ended investment funds. The sub-fund may also use derivative products for hedging purposes or in order to optimise the portfolios exposure. Investments are mainly made in companies established in the European Union. The portfolio is managed on a discretionary basis without using a reference benchmark.

Showing fund performance in Belgium View performance globally

Performance

Europe over : 31/05/2017 - 31/05/2018
  • Rank 25/191 Total Return
  • Rank 135/191 Standard Deviation
  • Rank 59/191 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.4%
2017 16.8% 8.0% 3.4% 2.3% 2.3%
2016 -1.8% -4.6% 0.4% 3.5% -1.0%
2015 10.7% 18.0% -3.6% -8.4% 6.3%
2014 9.2% 1.2% 5.2% -0.5% 3.2%
2013 17.0% 8.3% -2.1% 5.0% 5.0%
2012 21.0% 9.5% -1.4% 8.5% 3.3%
2011 -3.8% -0.6% 1.0% -11.2% 7.9%
2010 19.5% 5.7% -2.0% 3.9% 11.0%
2009 36.7% -7.5% 18.4% 15.1% 8.3%
2008 -36.6% -11.0% -6.5% -9.6% -15.7%
2007 -0.9% 5.6% 2.3% -4.9% -3.4%
2006 20.7% 7.5% -4.3% 9.3% 7.4%
2005 26.6% 6.6% 5.4% 6.6% 5.7%
2004 11.9% 3.4% 4.2% -0.5% 4.3%
2003 11.1% -9.8% 9.5% 3.6% 8.6%
2002 -35.3% 1.5% -18.6% -19.0% -3.4%
2001 -23.1% -14.0% 1.8% -21.1% 11.4%
2000 12.9% 10.5% 1.7% 3.8% -3.2%
1999 37.1% 4.8% 7.9% -4.7% 27.2%
1998 19.7% 21.7% 3.4% -19.6% 18.4%
1997 24.2% 11.0% 12.0% 2.4% -2.4%
1996 30.0% 10.4% 7.3% 0.7% 9.0%
1995 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date21/09/1990
  • Share Class size420Mn
  • Base currencyEUR
  • ISIN LU0093570330

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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