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Barings Global Dividend Champions Class I - Accumulation (GBP)

Sell:1,306.00p Buy:1,306.00p Change: 9.00p (0.68%)
Prices as at 30 October 2020
Sell:1,306.00p
Buy:1,306.00p
Change: 9.00p (0.68%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 30 October 2020
Sell:1,306.00p
Buy:1,306.00p
Change: 9.00p (0.68%)
Prices as at 30 October 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Equity income funds are popular with investors. Most try to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested to boost long-term growth. Equity income funds have traditionally focused on the UK, and there's still a strong case for UK equity income. But there's a growing case for investing globally for income too. The number of companies outside the UK offering high and rising dividends has increased rapidly. And exposure to foreign currencies will boost returns if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true if sterling strengthens.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

30/10/15 to 30/10/16 30/10/16 to 30/10/17 30/10/17 to 30/10/18 30/10/18 to 30/10/19 30/10/19 to 30/10/20
Annual return n/a 9.59% 3.13% 16.25% 0.31%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Wendy Herringer
Manager start date: 7 July 2020
Manager located in: London

Wendy is an Investment Manager in the Global Equity Team. Prior to Barings, Wendy worked for HSBC Global Asset Management as a Global Equity Investment Analyst with responsibility for the Financial, Consumer Discretionary and Pharmaceutical sectors. Wendy began her career at ABN AMRO where she held analyst roles in their account take on and fixed income teams. Wendy holds a Bachelor of Business Science (Hons) from the University of Cape Town and was awarded the IMC in 2007. Wendy is a CFA Charterholder.

Manager Name: Paul Morgan
Manager start date: 7 July 2020
Manager located in: TBC

Investment Manager, Pan-European Equity Team Investment Experience: 24 Years Paul is an Investment Manager in the Pan-European Equity Team and has been at Barings since December 2007. Paul joined Barings from Brown Shipley & Co, where he was an equity fund manager. Paul holds a BSc (Hons) in Mathematics and Economics from the University of Hertfordshire and holds the ASIP and CFA qualifications.

manager photo
Manager Name: David Bertocchi
Manager start date: 7 July 2020
Manager located in: London

David heads the Global Equity Team and is responsible for Global and International Equity portfolios. He is a past member of Barings European and UK Equity Teams. He was appointed a member of the Strategic Policy Group, the company's global macro research and asset allocation team in 2010. David was appointed Divisional Director in 2004 after joining Barings in 2000 from Enron Capital. David holds an MBA from London Business School and a BSc in Mechanical Engineering from the University of Calgary (Canada). He was awarded the CFA designation in 2000. David is also past vice-Chairman of the Board of the CFA Society of the UK and a past member of the CFA Institute Council of Examiners.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account