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Barings European Opportunities Fund

Fund Facts

Fund Type UCITS
Domicile Ireland
Umbrella Barings Investment Funds plc
Asset Class Equity

Share Class Info

Share Class Class A EUR Acc
Currency EUR
Accumulating / Distributing Accumulative
Share Class Inception Date 29/10/2013

The Baring European Opportunities Fund is open to new investors, effective 17 May 2019.


The Fund will seek to achieve long-term capital growth primarily through investment in the securities of smaller European companies.


The Fund will seek to achieve its investment objective by investing at least 75% of its total assets in equities and equity-related securities of smaller companies (i.e. bottom 30% of total market capitalization) incorporated in, or exercising the predominant part of their economic activity in Europe or quoted or traded on the stock exchanges in Europe. For this purpose, total assets exclude cash and ancillary liquidities.

Who Should Invest

The Trust is designed for investors seeking a strategy that targets long-term capital growth by investing in smaller companies in Europe.


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.

The information available on this website is not an offer to sell or an invitation to apply for this product and is by way of information only, nor is the information available on this website intended as an offering of this product to US Persons. Depending on your jurisdiction, you may not have access to this product. Individual investors should contact their financial advisor before investing in this product. The Key Investor Information Document (KIID), if applicable, 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 available on this website does not constitute investment, tax, legal or other advice or recommendation.

Portfolio Managers

Nicholas Williams

Nicholas Williams

Colin Riddles

Colin Riddles

Rosie Simmonds, CFA

Rosie Simmonds, CFA

William Cuss, CA, CFA

William Cuss, CA, CFA


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