Barings Dynamic Asset Allocation Fund
as of 24/03/2020
|Umbrella||Barings Alpha Funds Plc|
Share Class Info
|Share Class||Class I USD Hedged Acc|
|Accumulating / Distributing||Accumulative|
|Share Class Inception Date||12/05/2015|
The Fund aims to achieve an absolute return of 4% in excess of cash on the 3 month sterling LIBOR.
The Fund will seek to achieve its investment objective through a dynamic asset allocation that aims to capture market upside while also managing downside volatility.
Who Should Invest
The Fund is designed for investors seeking a strategy that targets both long-term return opportunities, driven by slowly evolving macroeconomic factors, and shorter-term opportunities generated by market volatility.
The value of investments can fall as well as rise and investors may not get back the amount originally invested. Emerging markets or less developed countries may face more political, economic or structural challenges than developed countries. Debt securities are subject to risks that the issuer will not meet its payment obligations. Changes in exchange rates between the currency of the Fund and the currencies in which the assets of the Fund are valued may also affect the value of the Fund. The Fund may also use derivatives for investment purposes. These are complex instruments that carry the risk of causing increased volatility in the value of the Fund.
VIDEO: Q3 2017 Baring Dynamic Asset Allocation Fund
Marino Valensise, Head of the Multi Asset Group and Christopher Mahon, Director of Asset Allocation Research in the Multi Asset Group provide an update on the Fund's Q3 2017 performance and positioning.View