Barings Global Emerging Markets A USD Inc

Ranked 116 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Isabelle Irish

Isabelle Irish joined Barings in June 2013 as an investment manager in the global emerging markets equity team and is co-manager on a number of mandates, including Barings’ flagship Global Emerging Markets fund. Prior to joining Barings, Isabelle spent eight years at Pictet Asset Management, initially as an analyst in the global emerging markets team before moving to her most recent role as Latin America portfolio manager. Isabelle has a First Class Honours Degree in Mathematics with French from the University of Birmingham, she passed the IMC examinations in 2005 and was awarded the CFA designation in 2009. Isabelle is fluent in French.

Michael Levy

Michael Levy is an investment manager in the EMEA & Global Frontier Markets equity team and is the lead manager for the Baring Russia fund and Baring Frontier Markets fund. He joined Barings in July 2012 after 17 years at Alliance Bernstein where he held a number of equity portfolio management and research roles. His most recent responsibility before joining Barings was portfolio manager for Emerging and International equity portfolios. Michael began his career in 1992 at Grant Thornton Chartered Accountants as a Partner Trainee. He has a BA (Hons) in Economics and Social Studies from the University of Manchester.

William Palmer

William Palmer is an investment manager in the Global Emerging markets equity team at Barings and is co-manager on a number of their mandates, including Barings’ flagship Global Emerging Markets fund. Prior to joining Barings in October 2011 he was senior asset manager and head of Asia ex Japan equities at KBC Asset Management in Dublin. During his time at KBC Asset Management he also held the roles of Asset Manager focusing on Asia ex Japan equities and equity analyst responsible for producing equity research on Irish and Asian companies. William has an honours degree in Business Studies, majoring in Economics and Finance from the University of Limerick.

Objective

The investment objective of the Baring Global Emerging Markets Fund is to seek long-term capital growth primarily through investment in a diversified portfolio of developing country equity securities.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.5%
2018 -11.9% -1.4% -4.7% -1.0% -5.3%
2017 33.6% 12.3% 2.7% 8.4% 6.8%
2016 23.4% 3.2% 8.2% 12.3% -1.7%
2015 -3.6% 6.1% -4.8% -13.8% 10.8%
2014 3.1% -4.6% 4.2% 1.3% 2.4%
2013 -8.1% 0.8% -8.0% -0.9% 0.1%
2012 9.1% 8.6% -9.4% 6.1% 4.5%
2011 -22.5% -2.5% -2.5% -20.3% 2.4%
2010 19.6% 7.8% -5.4% 9.3% 7.4%
2009 59.1% 4.0% 16.3% 23.3% 6.7%
2008 -31.0% -11.6% 0.1% -21.0% -1.4%
2007 37.4% 1.0% 12.5% 16.2% 4.1%
2006 16.3% 10.9% -9.8% 4.9% 10.8%
2005 47.4% 2.3% 9.3% 18.5% 11.3%
2004 9.3% 5.4% -10.4% 7.1% 8.2%
2003 30.3% -6.6% 17.2% 11.6% 6.6%
2002 -17.4% 13.6% -13.7% -18.4% 3.3%
2001 2.2% -1.4% 7.2% -25.1% 29.2%
2000 -24.2% 4.3% -4.2% -11.4% -14.4%
1999 73.6% 15.3% 23.3% -7.2% 31.6%
1998 -27.5% 7.4% -19.1% -25.7% 12.3%
1997 13.0% 16.1% 12.4% 1.5% -14.8%
1996 -2.6% 10.0% 4.9% -4.8% -11.4%
1995 -22.9% -20.2% 7.7% -1.6% -8.8%
1994 -16.5% -2.0% -11.9% 19.2% -18.9%
1993 73.9% 4.4% 10.2% 13.1% 33.6%
1992 -10.4% -2.4% 16.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Taiwan Semiconductor Manufacturing Co Ltd DR 6.58%
Samsung Electronics Co Ltd ORD 6.40%
Alibaba Group Holding Ltd DR 6.30%
Tencent Holdings Ltd ORD 5.21%
China Construction Bank Corp ORD 4.44%
Ping An Insurance Group Co of China Ltd ORD 3.72%
Reliance Industries Ltd ORD 2.87%
HDFC Bank Ltd ORD 2.76%
Anglo American PLC ORD 2.75%
LG Chem Ltd ORD 2.65%
28/02/2019

Registered For Sale In

  1. Austria
  2. Chile
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Ireland
  9. Korea
  10. Luxembourg
  11. Macau
  12. Netherlands
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. Taiwan
  18. United Kingdom

Fund Info

  • Launch date24/02/1992
  • Share Class size166Mn
  • Base currencyUSD
  • ISIN IE0000838304

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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