Barings World Dynamic Asset Allocation Fund
as of 09/12/2019
|Umbrella||Barings Global Opportunities Umbrella Fund|
Share Class Info
|Share Class||Class A AUD Hedged Acc|
|Accumulating / Distributing||Accumulative|
|Share Class Inception Date||31/05/2012|
The investment objective of the Barings World Dynamic Asset Allocation Fund (“the Fund”) is to achieve an absolute return of 4% per annum in excess of cash, based on three-month US dollar LIBOR over a rolling three- year period. There is no guarantee that the investment objective of the Fund will be achieved.
The Fund will seek to achieve its investment objective by actively allocating across equities, fixed income, money market instruments and/or cash. These asset classes will be selected by assessing the risk and return profile based on characteristics such as estimated growth, inflation and an assessment of valuation. This analysis will be adjusted dynamically in anticipation of and in response to changes in economic and market conditions, with the aim of maximising returns. Investments within each asset class are then selected by analysing the profitability, cash flow, earnings and valuations to determine their attractiveness as investments. In this regard, the Investment Manager will seek to actively allocate the Fund’s portfolio of investments across the asset classes which it believes will offer the best opportunities at any given time. The Fund is not subject to any formal limitations on exposure to any specific asset class, country or region.
Who Should Invest
The Fund is designed for investors seeking a strategy that targets long-term return opportunities driven by slowly evolving macroeconomic factors and shorter-term opportunities generated by market volatility.
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.