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Barings Multi Asset A GBP Inc

Ranked 39 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Christopher Mahon

Christopher Mahon works at Barings as an investment manager and director of asset allocation research in the multi asset group. He is the lead manager for the Baring Multi Asset Fund and co-manager of the Baring Dynamic Asset Allocation Fund. Christopher is a member of the Strategic Policy Group (SPG), the company’s global macro research and asset allocation team. He joined Barings in September 2012 from Momentum Global Investment Management. At Momentum he was the head of investment strategy responsible for the asset allocation and portfolio construction teams and was the lead portfolio manager for their flagship multi asset funds. Christopher began his career at Oliver Wyman where he helped advise a number of private equity and financial service clients. Christopher has a MA (Cantab) in Natural Sciences from Selwyn College, Cambridge University and was awarded the CFA designation in 2007.

Objective

The investment objective of the Fund is to generate a capital return which exceeds UK inflation over the medium to long term. The Fund will hold a diversified portfolio of investments in a range of asset classes including equities, fixed interest securities, property, gold, commodities and cash. It may also invest in alternative asset classes (e.g. private equity, hedge funds), near cash, deposits and money market instruments. The maximum exposure to equity will be restricted to 60% of the Fund and at least 50% of assets will be in Sterling/Euro.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 31/03/2018 - 31/03/2019
  • Rank 39/57 Total Return
  • Rank 49/57 Standard Deviation
  • Rank 48/57 Max Drawdown
Fund Name Currency Risk
47 Rathbone Multi Asset Strategic Growth Inc GBP

7.8

48 TMI Diversified Assets GBP Acc GBP

7.8

49 Barings Multi Asset A GBP Inc GBP

8.0

50 Barings Targeted Return A GBP Inc GBP

8.6

51 Nomura Funds Ireland-Diversified Growth I GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

9.6

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.4%
2018 -6.8% -2.7% 1.9% 1.4% -7.3%
2017 8.7% 3.2% 2.2% 1.2% 1.8%
2016 6.1% -1.4% 1.8% 5.9% -0.2%
2015 -0.2% 3.5% -0.8% -6.5% 4.1%
2014 3.7% -1.0% 1.7% 0.8% 2.3%
2013 6.6% 5.2% -1.7% 1.4% 1.7%
2012 4.4% 3.1% -1.2% 1.3% 1.2%
2011 0.8% -0.5% 0.8% -1.4% 1.9%
2010 8.4% 3.7% -3.7% 5.0% 3.4%
2009 6.2% 12.4% 2.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Babson Capital US High Yield Bond Component TR X Usd Acc 11.17%
iShares Core S&P 500 UCITS ETF 7.68%
Barings European Opprtunities I GBP Inc 6.85%
UK Property I Net Inc 4.93%
iShares Emer Mrkts Local Govt Bd UCITS ETF 4.04%
Baillie Gifford Japanese B Inc 3.31%
Neuberger Berman High Yield Bond USD I Acc 2.88%
Xtrackers II USD Emerging Markets Bnd UCITS ETF 2D 2.86%
Brazil 6.000% 07-Apr-2026 2.29%
iShares Euro High Yld Corporate Bd UCITS ETF 2.18%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/03/2009
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B3VBC734

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

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).