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Barings Hong Kong and China Inclusive - Class A - Income (USD)

Sell:$905.33 Buy:$905.33 Change: $10.64 (1.19%)
Prices as at 21 February 2024
Sell:$905.33
Buy:$905.33
Change: $10.64 (1.19%)
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 21 February 2024
Sell:$905.33
Buy:$905.33
Change: $10.64 (1.19%)
Prices as at 21 February 2024
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

China has continued to grow its economy strongly but the rate of growth has slowed in recent years. The economy is going through a transition, shifting from a focus on low-value exports, high investment and infrastructure spending, to domestic consumption and services. Companies are also benefiting from looser regulation, anti-corruption policies, rising consumer spending and improved healthcare and technology. China's a higher-risk emerging market though. The transition from an export-driven to consumption-driven economy will not happen overnight. It could take years to come to fruition and there will be setbacks along the way.

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

20/02/19 to 20/02/20 20/02/20 to 20/02/21 20/02/21 to 20/02/22 20/02/22 to 20/02/23 20/02/23 to 20/02/24
Annual return 18.05% 65.48% -30.97% -13.13% -29.51%

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: William Fong
Manager start date: 30 August 2018
Manager located in: Hong Kong

William Fong is Barings' Head of Hong Kong China Equities. William has overall responsibility for a team of investment managers and analysts who co-manage a range of Hong Kong and China equity strategies, including the firm's Hong Kong China equity strategy and China A-share strategy. He is the Co-Manager of the flagship Barings Hong Kong China Fund and Barings China A-Share Fund. William joined Barings in 2004 from Primasia Securities, where he was as an Investment Analyst specializing in Taiwanese stocks. He holds a B.B.A. (Hons.) in Finance from The Chinese University of Hong Kong. William is a member of the CFA Institute and is fluent in Cantonese and Mandarin.

manager photo
Manager Name: Nicola Lai
Manager start date: 30 August 2018
Manager located in: Hong Kong

Nicola Lai is a member of Barings' Hong Kong China Equities Team and the Co-Manager of a range of Hong Kong and China equity strategies, including Barings' flagship Hong Kong China Fund and Barings China A-Share Fund. Nicola has research responsibility for Chinese and selective Taiwanese equities. She has worked in the industry since 2006. Prior to joining the firm in 2011, she was an Asia Ex-Japan Portfolio Manager at ICBC (Asia) Investment Management. Before that, she was an Equity Investment Analyst at Fortis Investment Management Hong Kong. Nicola holds a B.Sc. from the London School of Economics and is fluent in Cantonese and Mandarin.

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