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Barings Global Emerging Markets Inclusive - Class A - Income (USD)

Sell:$42.12 Buy:$44.23 Change: $0.17 (0.41%)
Prices as at 24 December 2024
Sell:$42.12
Buy:$44.23
Change: $0.17 (0.41%)
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 24 December 2024
Sell:$42.12
Buy:$44.23
Change: $0.17 (0.41%)
Prices as at 24 December 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

The emerging markets are a diverse range of economies stretching from Asia and Eastern Europe to South Africa and Latin America. Some are rich in commodities and natural resources, some rely on exporting goods to Western economies, and others have a vibrant consumer-driven society. They're all at different stages of economic development and while we think they've got great long-term growth prospects, they're more volatile and higher-risk than more developed ones. We think a broad global emerging markets fund could be a good starting point, then there are others that focus on a specific country or region.

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

24/12/19 to 24/12/20 24/12/20 to 24/12/21 24/12/21 to 24/12/22 24/12/22 to 24/12/23 24/12/23 to 24/12/24
Annual return 8.84% -5.35% -8.33% -1.40% 10.39%

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

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Manager Name: William Palmer
Manager start date: 3 October 2011
Manager located in: London

William Palmer serves as Co-Head for Barings' Emerging Equities Team and oversees the firm's Asia ex Japan investment function. William is also co-manager on a number of global emerging market mandates, including Barings' flagship Global Emerging Markets Fund. Prior to joining Barings in October 2011, he was Senior Asset Manager/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 holds an honours degree in Business Studies, majoring in Economics and Finance from the University of Limerick.

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Manager Name: Michael Levy
Manager start date: 24 December 2016
Manager located in: London

Michael Levy serves as Co-Head for Barings' Emerging Markets Equities Team. In addition to this responsibility, Michael overseas the firm's LATAM and EMEA investment functions. Michael is Co-Manager on a number of global emerging market mandates, including the flagship Barings Global Emerging Markets strategy. Prior to this, Michael was an Investment Manager in the EMEA and Global Frontier Markets Equity Team. He has worked in the industry since 1992. Prior to joining the firm in 2012, he worked at AllianceBernstein for 17 years where he held a number of equity portfolio management and research roles, most recent being a Portfolio Manager for emerging and international equity portfolios. Before that, Michael was a Partner Trainee at Grant Thornton Chartered Accounts. He holds a BA (Hons) in Economics and Social Studies from the University of Manchester.

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Manager Name: Isabelle Irish
Manager start date: 24 December 2014
Manager located in: TBC

Isabelle Irish is a portfolio manager on Barings' Global Emerging Markets Equity Team and is Co-Manager on a number of mandates, including Barings' flagship Global Emerging Markets Fund. She also produces research on the Latin American region. Isabelle has worked in the industry since 2004. Prior to joining the firm in 2013, Isabelle spent eight years at Pictet Asset Management, initially as an Analyst on the Global Emerging Markets Team before becoming a 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 is a member of the CFA Institute. She is also fluent in French.

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