Barings U.S. Loan Fund

Objective

The Barings U.S. Loan Fund seeks to provide investors with current income and, in certain circumstances, capital appreciation.

Strategy

The Fund seeks to achieve its investment objective by primarily investing in U.S. dollar denominated senior secured loans.

Who Should Invest

The Fund is designed for investors seeking to benefit from a strategy that aims to produce a high current income generation and, where appropriate, capital appreciation.

Risks

The value of investments and the income they provide can fall as well as rise and investors may not get back the amount originally invested. While the Fund will primarily invest in senior secured loans, the fund will also invest in high yield bonds. The value of these investments tends to be more volatile than investment grade bonds.