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BL Equities Horizon B Cap

Ranked 311 out of 375 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Joel Reuland

After nearly four years as financial analyst at Banque Générale du Luxembourg, Joel Reuland joined the Asset Management department of Banque de Luxembourg in 1999. With the creation of BLI - Banque de Luxembourg Investments in 2005, he took charge of the Equity team, which manages equity and mixed funds. Joël graduated in Management from the Ecole de Commerce Solvay in Brussels in 1995, and in 2004, he earned the CFA (chartered financial analyst) charter.

Objective

The sub-fund invests a minimum of 75% of its net assets worldwide in the shares of companies which pay particular attention to their societal and environmental responsibility and in any security providing access to the capital of these companies. A maximum of 10% of the net assets may be invested in open-ended investment funds with a socially responsible purpose. The sub-fund may use derivative products for hedging purposes. Investments are made without any geographical, sector-based or monetary restrictions. The portfolio is managed on a discretionary basis without using a reference benchmark.

Showing fund performance in Sweden View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.1% 4.1% 3.3%
2017 2.3% 4.4% -0.3% -2.1% 0.4%
2016 5.2% -0.9% 3.7% 3.1% -0.7%
2015 15.2% 17.7% -4.8% -3.8% 6.9%
2014 9.7% 0.2% 3.4% 2.3% 3.5%
2013 10.6% 10.4% -0.9% -1.1% 2.2%
2012 7.6% 0.8% 3.5% 3.2% 0.0%
2011 1.3% -4.0% 2.5% -4.7% 7.9%
2010 8.9% 5.3% -1.2% -1.2% 6.0%
2009 16.2% -6.0% 6.6% 7.6% 7.8%
2008 -20.0% -7.9% -2.9% 0.6% -11.0%
2007 0.8% -0.8% 1.8% -1.8% 1.7%
2006 2.8% 1.2% -10.1% 7.2% 5.5%
2005 19.1% 3.1% 5.7% 3.5% 5.7%
2004 4.7% 3.0% 4.5% -2.2% -0.4%
2003 5.1% -9.5% 8.0% 2.5% 4.9%
2002 -41.1% -0.3% -26.4% -18.8% -1.2%
2001 -18.4% -12.8% 10.5% -28.6% 18.5%
2000 0.9% 9.5% 1.4% 8.0% -15.9%
1999 51.4% 16.9% 8.3% -4.6% 25.3%

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 date03/03/1997
  • Share Class size42Mn
  • Base currencyEUR
  • ISIN LU0093570173

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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