A HIGH-QUALITY PORTFOLIO WITH RESILIENT INCOME POTENTIAL

Barings Global Investment Grade Credit Fund

Over 95% exposure in high-quality IG Credits

(as of December 31, 2024)

Potential for Income Resilience
Diversification Prospects to Riskier Assets

Fund Details

Barings Global Investment Grade Credit Fund

Inception Date

August 27, 2024

Domiciled

Ireland, UCITS Fund

Dealing Frequency

Daily

Base Currency

USD

Subscription Fee

Up to 5.0%

Annual Management Fee

Up to 0.8%

Minimum Investment Amount (Tranche G)1

Initial: USD/EUR/GBP/AUD/CAD/SGD/NZD 1,000 or HKD/RMB 10,000
Subsequent: Nil
 

 

Offerings of Tranche G Shares

Tranche G USD Dist Monthly
Tranche G USD Acc
Tranche G HKD Unhedged Dist Monthly
Tranche G HKD Unhedged Acc
Tranche G EUR Hedged Dist Monthly
Tranche G EUR Hedged Acc
Tranche G AUD Hedged Dist Monthly
Tranche G AUD Hedged Acc
Tranche G SGD Hedged Dist Monthly

 

Tranche G SGD Hedged Acc
Tranche G GBP Hedged Dist Monthly
Tranche G GBP Hedged Acc
Tranche G NZD Hedged Dist Monthly
Tranche G NZD Hedged Acc
Tranche G RMB Hedged Dist Monthly
Tranche G RMB Hedged Acc
Tranche G CAD Hedged Dist Monthly
Tranche G CAD Hedged Acc

  1. Minimum subscription for Share Tranches is USD 100,000 (or the currency equivalent). However, the Directors will waive the minimum subscription level to the level set out above if invested through an intermediary or financial institution.

 

Portfolio Managers

Stephen Ehrenberg is a portfolio manager for Barings’ Investment Grade Fixed Income Group. Steve has worked in the industry since 2002 and his experience has encompassed portfolio management and credit analysis for both investment grade and high yield corporate credit. Prior to joining the firm in 2004, he worked in capital markets at MassMutual as part of the firm’s executive development program. Steve holds a B.S. in Mechanical Engineering from the United States Military Academy at West Point (Phi Beta Kappa), an M.B.A. from the University of Michigan Business School (High Distinction) and is a member of the CFA Institute. Prior to attending business school, Steve served as a Captain in the U.S. Army, where he held numerous leadership positions and graduated from both Airborne and Ranger School.

Stephen Ehrenberg, CFA

Head of North America Investment Grade Credit

Natalia Krol is a member of Barings’ Emerging Markets Corporate Debt Group. Natalia is a Portfolio Manager for Barings’ Emerging Markets Blended Total Return strategies and a Research Analyst for the Baring’s Emerging Markets Corporate Debt Team. Natalia is responsible for covering global metals & mining and energy corporates. Natalia has worked in the industry since 2002. Prior to joining the firm in 2014, she was a Credit Analyst at Schroders Investment Management covering the natural resources and capital goods sectors across Emerging Markets, European High Yield and Investment Grade markets. Prior to this, Natalia was a European High Yield Research Analyst at Barclays Capital. Natalia holds an M.Sc. in Accounting and Finance from London School of Economics and a B.Ss. in International Economics from Plekhanov Russian Economic Academy.

Natalia Krol

Managing Director, Portfolio Manager: IG & EM Corporate Credit