Barings Global Agriculture Fund
as of 19/07/2019
|Umbrella||Barings Investment Umbrella Fund|
Share Class Info
|Share Class||Class A EUR Acc|
|Accumulating / Distributing||Accumulative|
|Share Class Inception Date||16/06/2009|
Summary fund objective
The investment objective of the Fund is to achieve long-term capital growth by investing in the agricultural sector.
The Fund will seek to achieve its investment objective by investing at least 70% of its total assets directly and indirectly in equities and equity-related securities in any company, including those in developed and emerging markets, where the majority of earnings of issuers or holding companies are derived from activities related to any commodities which are grown or raised, commonly known as agricultural or soft commodities.
These companies are likely to encompass, without being limited to: fertiliser, agricultural machinery, animal feed, seed and crop protection manufacturers, agricultural producers including farms, plantations and aquaculture, crop processors, grain and edible oil handlers and distributors, timber, pulp and paper, food ingredient companies, food manufacturers and food retailers.
For the remainder of its total assets, the Fund may invest outside of the agricultural sector, as well as in fixed income and cash.
While the Fund will aim to diversify its investments, allocation to certain countries may be more than 30% of its total assets depending on the Investment Manager’s assessment at different times.
In order to implement the investment policy, the Fund may gain exposure through American depositary receipts, global depositary receipts and other equity related securities including participation notes, structured notes, equity-linked notes and debt securities convertible into equities. The Fund may also invest in collective investment schemes and other transferable securities. It may also use derivatives including futures, options, swaps, warrants and forward contracts for efficient portfolio management and for investment purposes.
Glossary of common investment terms
Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. Past performance is not a guide to future performance.
This is not an offer to sell or an invitation to apply for any product or service of Barings Asset Management and is by way of information only. Before investing in any product, we recommend that recipients who are not professional investors contact their financial adviser. The Key Investor Information Document (KIID) 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 in this document does not constitute investment, tax, legal or other advice or recommendation or, an offer to sell or an invitation to apply for any product or service of Barings Asset Management.
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