Barings Global Dividend Champions Fund

The assets of the Barings Global Dividend Champions Fund within Barings Investment Funds plc was merged into the Barings Global Dividend Champions Fund within the Barings International Umbrella Fund on 7 October 2022. The Fund’s previous track record with the inception date as at 20 October 2016 has been continued.

Objective

The investment objective of the Fund is to generate income together with long-term capital growth through investment in the securities of companies worldwide.

Strategy

The Fund will seek to achieve its investment objective by investing in a concentrated, active portfolio constructed to maintain yield, conviction and suitable diversification. The Fund is focused on total return, with no formal sector or region constraints.

Who Should Invest

The Fund is designed for investors seeking a strategy that targets long-term capital growth through investments in portfolios constructed to maintain yield, conviction and suitable diversification.

Risks

The value of investments can fall as well as rise and investors may not get back the amount originally invested. The Fund 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 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.