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Barings Global Leaders Inclusive - Class A - Income (GBP)

Sell:1,955.00p Buy:1,955.00p Change: 5.00p (0.26%)
Prices as at 23 September 2021
Sell:1,955.00p
Buy:1,955.00p
Change: 5.00p (0.26%)
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 23 September 2021
Sell:1,955.00p
Buy:1,955.00p
Change: 5.00p (0.26%)
Prices as at 23 September 2021
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

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

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

23/09/16 to 23/09/17 23/09/17 to 23/09/18 23/09/18 to 23/09/19 23/09/19 to 23/09/20 23/09/20 to 23/09/21
Annual return 12.99% 13.48% 2.44% 7.94% 10.29%

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: David Bertocchi
Manager start date: 3 August 2008
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.

manager photo
Manager Name: Susan O'Brien
Manager start date: 3 August 2008
Manager located in: London

Susan joined Baring Asset Management in 2008 as an Investment Manager in the International and World Equity Group. Previously, she worked at American Express Bank as a portfolio strategist, responsible for determining asset allocation and investment themes for their in-house investment management.  Prior to this, she was Head of US Equities at First State Investments and spent 14 years at Framlington Group in a variety of roles, most notably as Head of the US and Health Desks and member of the Asset Allocation Committee.  Susan holds a BA (Hons) in History from Reading University.

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