EN Ireland Institutional

Barings Dynamic Asset Allocation Fund

NAV
as of 29/11/2019
GBP 199.870

Fund Facts

Fund Type Mutual
Domicile Ireland
Umbrella Barings Alpha Funds Plc

Share Class Info

Share Class Class I GBP Acc
ISIN IE00B1HM8L20
Currency GBP
Accumulating / Distributing Accumulative
Share Class Inception Date 16/01/2007

Objective

The Fund aims to achieve an absolute return of 4% in excess of cash on the 3 month sterling LIBOR.

Strategy

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.

Risks

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.

Portfolio Managers

Christopher Mahon, CFA

Christopher Mahon, CFA

Marino Valensise, CFA

Marino Valensise, CFA

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