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Barings Europe Select A GBP Inc

Ranked 47 out of 71 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Colin Riddles

Colin Riddles is an investment manager in the small cap equity team. He joined Barings in March 2010 from GLG where he was responsible for their UK Small Company fund. Previously, he worked at HSBC Halbis, Scottish Widows and General Accident. Colin has a BA (Hons) in Financial Studies & Computer Science, an MSc in Investment Analysis from Stirling University and an MBA from Edinburgh Business School. He is a member of the CFA UK.

Rosemary C. Simmonds

Rosie is an investment manager in the Small Cap Equity Team responsible for small-cap stock analysis in Europe. Rosie joined Barings in September 2010 from Baillie Gifford, where she worked for three years as an investment analyst. Rosie graduated from Oxford University with a degree in modern history. She was awarded the IMC certificate in 2009 and is a CFA charterholder.

Nicholas Williams

Nicholas Williams attended Corpus Christi College, Oxford where he received a BA in English Language. He joined Barings in 2004 as divisional director. Prior to this he worked for eleven years at Singer & Friedlander where he was head of the European desk and was a member of the Investment Policy Committee. During his tenure at Singer & Friedlander, Nicholas was responsible for running over £400million of institutional and retail European funds across the capitalization range and had a consistent track record of out-performance. Nicholas is responsible for the management of the Baring Europe Select Fund.

Objective

To provide long-term capital growth by investing in Europe.Investment Policy: To invest at least 75% of the Fund directly or indirectly in the shares of smaller European companies, or smaller companies which generate the majority of their income from Europe.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.7% 8.3% 3.2%
2016 19.9% 3.0% 3.0% 11.8% 1.1%
2015 18.2% 10.0% -2.3% -0.3% 10.2%
2014 0.9% 4.2% -3.7% -5.7% 6.7%
2013 31.9% 12.6% 2.5% 6.1% 7.8%
2012 27.4% 15.1% -6.4% 9.1% 8.4%
2011 -19.3% 1.8% -0.1% -21.7% 1.3%
2010 25.4% 8.6% -13.3% 15.7% 15.1%
2009 37.6% -7.8% 14.1% 29.3% 1.1%
2008 -23.9% -2.2% -4.0% -17.5% -1.8%
2007 12.6% 7.3% 5.5% -0.1% -0.4%
2006 28.7% 19.7% -6.1% 3.4% 10.8%
2005 37.0% 7.1% 7.4% 15.3% 3.4%
2004 21.8% 3.5% 2.4% 0.6% 14.3%
2003 50.9% -0.9% 18.1% 13.7% 13.4%
2002 -13.7% 9.2% -3.1% -24.0% 7.2%
2001 -27.8% -12.5% -4.5% -20.9% 9.3%
2000 -1.0% 13.9% -5.4% 1.1% -9.1%
1999 39.8% -6.5% 8.1% 1.4% 36.4%
1998 9.7% 18.8% 10.1% -22.9% 8.9%
1997 18.4% 14.2% 2.1% 10.3% -7.8%
1996 33.4% 20.4% 10.5% -0.1% 0.3%
1995 6.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Northern Trust Global - The Sterling A GBP Inc 5.25
Recordati Industria Chimica e Farmaceutica SpA ORD 1.61
Temenos Group AG ORD 1.59
DSV A/S ORD 1.53
Elior Group ORD 1.50
ASM International NV ORD 1.49
IMCD NV ORD 1.49
Spie SA ORD 1.47
Chr Hansen Holding A/S ORD 1.47
Euronext NV ORD 1.46
30/06/2017

Registered For Sale In

  1. Austria
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Ireland
  8. Korea
  9. Macau
  10. Peru
  11. Singapore
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date31/08/1984
  • Share Class size305Mn
  • Base currencyGBP
  • ISIN GB0000796242

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).