Thinking about the Long Term

In uncertain markets, spreading one's risk becomes more critical than ever. The award-winning BGF Global Allocation Fund typically holds more than 700 securities diversified across asset class, geographies, sectors, and market capitalizations – thus offering a simple solution for investors seeking a stable, core holding to help achieve their long term goals.

The Global Allocation Team consists of 42 professionals committed to the management and administration of the Fund. With over 200 years of combined investment experience, the high caliber team has managed money for clients through different market cycles.

 

BGF Global Allocation Fund – at a glance:

  • 34 industry awards won in 2010^
  • Received top AAA rating by Standard & Poor’s
  • Awarded a maximum Elite Morningstar Qualitative Rating, the highest rating in the Morningstar Qualitative Ratings Service in Europe and Asia
  • Awarded an A rating by OBSR Global Funds Rating Service
  • Highly experienced team of 42 with portfolio managers Dennis Stattman, Dan Chamby and Aldo Roldan jointly responsible for the day to day management of the Fund
  • Core portfolio of over 700 holdings diversified by asset class, geography, sector, and market capitalisation
  • Flexible approach to capture the best opportunities globally

Designed as an excellent core holding for any investment portfolio, BGF Global Allocation Fund seeks to deliver competitive rates of return with moderate levels of risk.


 

^to 31 December 2010.  * Fund launched 03.01.1997 Source: Fund – BlackRock; Sector – Morningstar Moderate Allocation. S&P Fund Ratings, Copyright© 2011 The McGraw-Hill Companies, Limited trading as Standard & Poor’s. All rights reserved. Data Source - © 2011 Morningstar, Inc. All Rights Reserved. Past performance is not a guide to future performance. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. The Fund does invest in smaller company shares. Shares in smaller companies can be more volatile and less liquid than those of larger companies.