Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Baring Latin America

Ranked 31 out of 40 in - Latin America over 12 months
All calculations are in GBP unless stated

Managed by

Michael Simpson

Born in Louisiana, Michael Simpson is a portfolio manager at Barings and manages the Baring Latin American GARP Fund. Before joining Barings in 2011, he was an SR analyst at Wells Capital. A CFA Charterholder, Michael graduated from the University of Texas at Austin.

Objective

The investment objective of the Fund is to seek long term capital growth primarily through investment in Latin American equity securities. Investors should be aware of the additional risks associated with funds which invest in emerging and developing markets.

Showing fund performance in United Kingdom View performance globally

Performance

Latin America over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 3.2%
2017 6.7% 8.9% -7.0% 10.1% -4.2%
2016 44.4% 19.5% 10.8% 8.3% 0.7%
2015 -26.1% -2.8% -4.6% -19.1% -1.5%
2014 -7.2% -1.7% 4.1% -0.6% -8.8%
2013 -13.6% 8.5% -14.9% -1.0% -5.4%
2012 3.7% 9.1% -11.2% 2.8% 4.2%
2011 -21.9% -5.2% -2.5% -20.6% 6.3%
2010 19.7% 7.4% -9.5% 12.2% 9.7%
2009 78.4% 0.1% 23.6% 27.9% 12.8%
2008 -41.9% -7.6% 8.6% -31.0% -16.1%
2007 43.6% 6.4% 16.9% 11.0% 4.1%
2006 27.5% 15.9% -10.3% 6.0% 15.7%
2005 75.3% 3.3% 20.3% 29.2% 9.2%
2004 27.9% 2.6% -8.2% 19.1% 14.0%
2003 43.9% 1.7% 15.7% 9.3% 11.8%
2002 -29.8% 11.0% -25.3% -26.3% 15.0%
2001 3.0% -1.5% 12.9% -26.1% 25.4%
2000 -10.5% 4.1% -2.0% -3.7% -8.9%
1999 58.0% 11.2% 18.0% -12.4% 37.5%
1998 -46.3% 0.3% -20.4% -34.9% 3.4%
1997 26.5% 22.9% 16.7% 4.1% -15.2%
1996 12.7% 15.7% 7.8% -0.8% -8.8%
1995 -17.4% -29.5% 19.5% 3.0% -4.8%
1994 -11.5% 5.8% -13.8% 23.3% -21.3%
1993 10.7% 24.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date05/04/1993
  • Share Class size299Mn
  • Base currencyUSD
  • ISIN IE0000828933

Purchase Info

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

Charges

  • Annual management1.25%

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