BDL Capital Management Funds

Manager
+2.3%

£3.3B combined fund size · 2 asset classes · average OCF 2.18%.

How BDL Capital Management funds have returned on average.

Average 1Y return to September 2026 end, GBP net total return.

Source: FE fundinfo. Past performance is not a reliable guide to future returns.

No performance series available for this category
No composite is available for this category yet.

Funds
2
Fund size (GBP)
£3.3B
Asset classes
2
Average ongoing charge
2.18%

BDL Capital Management funds are covered on Funds Benchmark, with £3.3B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Equity, Alternatives. The average ongoing charge (OCF) across the range is 2.18%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.

Next: Screen BDL Capital Management funds in Find Funds or browse all BDL Capital Management funds.

Asset class mix

What BDL Capital Management funds are made of.
52.6%
Equity
  • Equity52.6%
  • Alternatives47.4%
Equity is the largest at 52.6%. Share of fund assets, funds that disclose size.

Asset classes within this manager

Pick one to filter the funds and holdings below.
Equity 1 fund · 52.6% of assets +2.9% ▲ Average 1Y return
Alternatives 1 fund · 47.4% of assets +1.7% ▲ Average 1Y return

Largest BDL Capital Management funds

The manager's biggest funds, to open or compare.

Top BDL Capital Management funds by assets under management, one share class per fund.

BDL Capital Management holdings

Positions that appear most often among the ten largest holdings of these funds.

No position is among the ten largest holdings of three or more of these funds.

Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.

BDL Capital Management funds by 1Y return

Up to 30 funds ordered by 1 year return to September 2026. Past performance is not a reliable guide to future returns.
Fund1Y returnFund size (GBP)OCF
BDL ConvictionsFR0010651224 ▲ +2.9% £1.7B
BDL RempartFR0010174144 ▲ +1.7% £1.5B

Categories

Number of BDL Capital Management funds in each FE sector.
European Economic Community1
Europe1

Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.

All BDL Capital Management funds (2)

Equity (1)

Alternatives (1)

Compare BDL Capital Management funds side by side

See every BDL Capital Management fund in one place, then pick up to 5 to compare on performance, holdings and fees.

Compare BDL Capital Management funds

About BDL Capital Management

Where can I find BDL Capital Management fund prices and factsheets?

Every BDL Capital Management fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.

Which BDL Capital Management funds does Funds Benchmark cover?

Funds Benchmark covers the BDL Capital Management funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.

What asset classes does BDL Capital Management cover?

BDL Capital Management's largest group on Funds Benchmark is Equity, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.

How are BDL Capital Management funds rated against peers?

Open any BDL Capital Management fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.

What's the average fee on BDL Capital Management funds?

Across the funds we cover, the average ongoing charge (OCF) is 2.18%. Individual share classes vary, so check the OCF on each fund's page.

Where can I see BDL Capital Management's top-performing funds?

The table on this page shows up to 30 BDL Capital Management funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter BDL Capital Management funds and compare them with funds from other managers by performance, fees and asset class.