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BPI Global Invest Fd BPI America R Cap

Ranked 437 out of 920 in - US over 12 months
All calculations are in USD unless stated

Managed by

José Badalo

José Badalo works for BPI Management Company based in Lisbon where he manages the BPI Europa, BPI Europa (Lux), BPI Euro Grades Capitalizações, BPI Euro Large Caps, BPI America D, BPI America E and BPI Asia Pacifico funds dealing in European and North American equities.


The objective of the Fund is to provide unitholders with long-term capital appreciation, based on risk spreading and future potential growth. The Fund mainly invests in securities issued by companies from the United Stated of America and Canada or which have their securities traded in a stock market in these countries. The Fund invests in equity securities, including non voting preferred stocks, bonds with acquisition rights, convertible bonds, warrants or any other financial instruments that are convertible or have their performance linked to a basket of shares and/or indexes which have a strong potential for growth.

Showing fund performance globally. You can view performance in individual jurisdictions.


US over : 28/02/2017 - 28/02/2018
  • Rank 437/920 Total Return
  • Rank 431/920 Standard Deviation
  • Rank 336/920 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 21.4% 7.9% 1.2% 5.1% 5.8%
2016 3.5% -2.6% -1.9% 5.2% 2.9%
2015 -2.7% 1.2% -0.4% -9.5% 6.6%
2014 12.7% 1.1% 4.4% 0.2% 6.5%
2013 26.5% 8.7% 0.9% 5.1% 9.8%
2012 4.6% 11.6% -5.8% 2.7% -3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Portugal

Fund Info

  • Launch date02/11/2011
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU0678329573

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment0


  • Annual management2.00%
  • Initial investment1

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