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Barings Latin America Inclusive - Class A - Income (EUR)

Sell:€33.97 Buy:€33.97 Change: €0.85 (2.57%)
Prices as at 26 April 2024
Sell:€33.97
Buy:€33.97
Change: €0.85 (2.57%)
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 26 April 2024
Sell:€33.97
Buy:€33.97
Change: €0.85 (2.57%)
Prices as at 26 April 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

Funds that invest in this region tend to focus on larger Latin American economies like Brazil and Mexico and have less exposure to smaller economies like Chile and Colombia. A young, enthusiastic workforce, better education, improving infrastructure and a rich variety of commodities and resources are all boosting economic growth. But political instability, corruption, and inflation are a risk in Latin America, just like in many emerging economies. For these reasons, an investment in this region is higher-risk and a long-term investment approach is essential.

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

26/04/19 to 26/04/20 26/04/20 to 26/04/21 26/04/21 to 26/04/22 26/04/22 to 26/04/23 26/04/23 to 26/04/24
Annual return -37.92% 45.25% 12.70% 1.71% 17.66%

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 Name: Mike Simpson
Manager start date: 8 December 2011
Manager located in: TBC

Michael is Head of Barings' Latin American Equity Team. He joined Barings in October 2011. Prior to joining Barings, Michael worked for Wells Capital Management in San Francisco where for over four years he was a senior equity analyst / associate portfolio manager with responsibility for the Latin American components of four Global Emerging Markets portfolios. He previously held analyst roles at Merrill Lynch, Seven Global Research, Lehman Brothers and Salomon Smith Barney, focusing primarily on Latin American Equities. Michael started his career at PricewaterhouseCoopers in 1998 as a Senior Associate in the Latin American Transaction Advisory Services Team. Michael has a BA in Economics and a BSc in Business Administration from Boston University and a Masters in Business Administration from the University of Texas. He was awarded the CFA designation in 2005. Michael speaks fluent Spanish.

manager photo
Manager Name: Luis Alves de Lima
Manager start date: 30 October 2011
Manager located in: London

Luis Alves de Lima is a member of Barings' Latin American Equity Team. Luis has worked in the industry since 2002. Prior to joining the firm in 2015, he worked for Nest Investimentos in Sao Paulo, Brazil, where he was a Partner and Portfolio Manager. Prior to Nest, Luis was a Senior Equity Research Analyst at Fator Administracao De Recursos and Sulamérica Investimentos, where he was also a Portfolio Manager. Luis has also held roles as a Financial Analyst for two private equity firms: Bioenergy Development Fund (BDF) and Angra Partners. He holds an M.B.A. from the Leonard N. Stern School of Business, New York University and a bachelor's degree in Business Administration from Fundação Getulio Vargas, Brazil.

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