Barings European Growth A GBP Inc

Ranked 32 out of 113 in - Europe Excluding UK over 36 months
All calculations are in GBP unless stated

Managed by

James Buckley

James Buckley was born in 1968 in Chester. He Studied at Cambridge University and gained a Masters in Business Administration. He also has a Masters in Investment Analysis. James joined Barings in September 2000. Prior to that, he led a team of analysts at HSBC private clients, which was responsible for UK Equity stock and sector selection for the banks private banking customers. James’s career has involved fund management, equity research and multi-manager investment. He is an associate of the UK Society of Investment Professional, and he has been a published novelist since January 2007.

Objective

The investment objective of the Trust is to achieve capital growth by investing in economic sectors in Europe through securities in any country and/or economic sectors throughout the world represented in European markets. The Manager's policy is that the Trust will invest primarily in equities in the major European markets although this does not prevent investment in the smaller markets and less well known stocks when required.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.4%
2018 -20.7% -5.4% 4.0% -0.5% -19.0%
2017 22.7% 6.2% 6.5% 4.8% 3.6%
2016 16.7% -2.0% 0.7% 8.7% 8.7%
2015 9.3% 11.2% -3.0% -3.7% 5.2%
2014 -2.6% 2.8% -3.2% -1.8% -0.3%
2013 29.0% 9.3% 2.7% 6.9% 7.5%
2012 22.9% 13.4% -8.7% 9.3% 8.6%
2011 -20.7% 3.3% 3.1% -26.8% 1.7%
2010 9.9% 5.3% -17.8% 16.3% 9.1%
2009 17.2% -14.4% 8.9% 27.6% -1.5%
2008 -28.5% -6.9% -3.6% -15.9% -5.2%
2007 10.3% 5.0% 3.2% 0.9% 0.9%
2006 28.9% 14.8% -3.3% 4.7% 10.8%
2005 30.1% 3.8% 3.6% 11.5% 8.5%
2004 9.4% -2.2% 4.4% -1.0% 8.2%
2003 22.7% -8.4% 18.5% 1.8% 11.0%
2002 -29.2% 1.4% -10.9% -27.1% 7.6%
2001 -26.5% -16.7% -3.1% -19.4% 13.0%
2000 -14.9% 1.0% -1.5% -9.8% -5.2%
1999 34.0% -0.3% 3.9% -1.6% 31.4%
1998 35.6% 25.5% 10.0% -16.9% 18.2%
1997 35.0% 13.4% 6.4% 16.0% -3.6%
1996 10.5% 7.6% 4.8% -1.7% -0.3%
1995 17.9% 0.7% 9.3% 3.3% 3.6%
1994 -3.1% -0.1% -5.2% 1.6% 0.6%
1993 41.1% 8.9% -0.2% 14.9% 13.0%
1992 22.5% 9.5% -0.6% 4.7% 7.5%
1991 12.1% 10.4% 2.7% 0.6% -1.8%
1990 -16.5% 4.4% -0.2% -22.5% 3.6%
1989 61.8% 9.3% 20.5% 10.9% 10.8%
1988 28.7% -0.7% 16.4% 4.3% 6.8%
1987 -19.6% 0.2% 1.9% 10.8% -28.9%
1986 67.6% 27.7% 6.7% 17.5% 4.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Roche Holding AG Par 6.90%
ASML Holding NV ORD 6.55%
Nestle SA ORD 6.15%
Capgemini SE ORD 4.97%
Allianz SE ORD 4.75%
Airbus SE ORD 4.45%
AXA SA ORD 4.40%
Safran SA ORD 4.17%
CRH PLC ORD 3.90%
Dalata Hotel Group PLC ORD 3.88%
28/02/2019

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Hong Kong
  5. Ireland
  6. Macau
  7. United Kingdom

Fund Info

  • Launch date30/06/1983
  • Share Class size54Mn
  • Base currencyGBP
  • ISIN GB0000804335

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment5.00%

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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).