Barings Europe Select Trust
|Umbrella||Baring Fund Managers Limited|
Share Class Info
|Share Class||Class I GBP Inc|
|Accumulating / Distributing||Income|
|Share Class Inception Date||29/08/2012|
Barings has launched an Irish-domiciled mirror fund - the Barings Europe Select Fund. The fund maintains the same portfolio management team, objective, benchmark, fee schedule and other key features as the existing U.K. domiciled fund. The only differentiating feature is that the fund is domiciled in Ireland and subsequently able to preserve its UCITS status regardless of the outcome of Brexit. View more information on the Barings Europe Select Fund.
The Barings Europe Select Trust, managed by Nicholas Williams and the European Equity team, employs a proven process exploiting market inefficiencies. The team employ bottom-up research focused on identifying mispriced stocks. In this under-researched environment, we remain convinced that smaller European companies offer a compelling opportunity to add value through market analysis and effective stock selection.
Relative to their large-cap peers, smaller companies have historically generated superior risk-adjusted returns and we believe this trend should continue over the medium-to-long term.
The investment objective of the Trust is to achieve long-term capital growth by investing in Europe excluding the United Kingdom.
The Trust will seek to achieve its investment objective by investing at least 75% of its total assets directly and indirectly in equities and equity-related securities of smaller companies (i.e. bottom 30% of total market capitalization) incorporated in, or exercising the predominant part of their economic activity in Europe or quoted or traded on the stock exchanges in Europe.
Who Should Invest
The Trust is designed for investors seeking a strategy that targets long-term capital growth by investing in smaller companies in Europe excluding the U.K.
The value of investments can fall as well as rise and investors may not get back the amount originally invested. The Trust can hold smaller company shares which can be more difficult to buy and sell as they may trade infrequently, in small volumes and their share prices may fluctuate more than those of larger companies. Changes in exchange rates between the currency of the Trust and the currencies in which the assets of the Trust are valued may also affect the value of the Trust. The Trust may also use derivatives for investment purposes. These are complex instruments that carry the risk of causing increased volatility in the value of the Trust.
The information available on this website is not an offer to sell or an invitation to apply for this product and is by way of information only, nor is the information available on this website intended as an offering of this product to US Persons. Depending on your jurisdiction, you may not have access to this product. Individual investors should contact their financial advisor before investing in this product. The Key Investor Information Document (KIID), if applicable, must be received and read before investing. All other relevant documents relating to the product such as the Report and Accounts and Prospectus should also be read. The information available on this website does not constitute investment, tax, legal or other advice or recommendation.
- CH-EN - Baring Fund Managers Limited prospectus
- Barings UK Unit Trust Interim Report
- White Paper Series: Swing Pricing
- EN - Baring Fund Managers Limited prospectus
- CH-FR - Baring Fund Managers Limited prospectus
- Barings UK Unit Trust Annual Report
- UK - Baring Fund Managers Limited prospectus
- Barings Europe Select Trust Interim Report