Thinking about the Long Term

In uncertain markets, spreading one's risk becomes more critical than ever. The award-winning BGF Global Allocation Fund holds as many as 700 securities across equities, fixed income and cash - thus offering instant diversification for investors.

The Global Allocation team has vital experience in managing money for clients through different market cycles. Half the team members have worked together for more than a decade and Portfolio Manager Dennis Stattman is one of the most experienced in the sector.

BGF Global Allocation Fund – at a glance:

• 36 industry awards won in 2008 and a further 15 awards YTD in 2009^
• Only fund in its sector to be AAA rated by Standard & Poor’s
• Awarded an Elite Morningstar Qualitative Rating, the highest rating in the recently launched Morningstar Qualitative Ratings Service in Europe and Asia
• Awarded an A rating by OBSR Global Funds Rating Service
• Highly experienced team of over 20, led by Dennis Stattman – manager since launch, with 29 years' investment experience*
• Core portfolio of over 700 holdings diversified by asset class, sector, and region
• Flexible approach to capture the best opportunities globally

Designed as an excellent core holding for any investment portfolio, BGF Global Allocation Fund is focused on delivering stable, long-term returns through a full range of market conditions.

^to 1 December 2009.  * Fund launched 03.01.1997 Source: Fund – BlackRock; Sector – Morningstar Asset Allocation Global Flexible. S&P Fund Ratings, Copyright© 2008 The McGraw-Hill Companies, Limited trading as Standard & Poor’s. All rights reserved. Data Source - © 2008 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.