Boussard & Gavaudan Sicav Long Term Value I EUR C

Ranked 39 out of 58 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Charles-Edouard Joseph

Charles-Edouard Joseph was born in Paris in 1975. He attended HEC Business School in Paris where he specialised in finance. He started his career in 1998 at Goldman Sachs where he worked in investment banking in Paris and London. In 2003 he joined Gavaudan Asset Management where he is currently the head of the fundamental analysis team. He manages the BG Long Term Value Fund for which he uses thorough fundamental analysis combined with opportunistic and dynamic trading and a rigourous risk management process. Charles-Edouard has been a fund manager for over five years.


The Compartment is a Feeder UCITS, which will invest at least 85% and up to 100% of its assets in the class (F) units of BG Long Term Value (the Master UCITS). The Master UCITS is a Fond Commun de Placement (Mutual Investment Fund) established under the laws of France and authorized by the French Autorit des Marchs Financiers as a UCITS. The Master UCITS aims to outperform the Dow Jones Eurostoxx 50 (total return) over a recommended investment horizon of five years.

Showing fund performance in United Kingdom View performance globally


Eurozone over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.4%
2018 -13.2% -3.2% 3.8% -2.0% -11.9%
2017 18.2% 7.4% 6.5% 3.5% -0.1%
2016 23.3% 0.8% 3.7% 10.9% 6.4%
2015 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date30/09/2015
  • Share Class size21Mn
  • Base currencyEUR
  • ISIN LU1266864989

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0


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