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Baring European Opportunities Class A EUR Acc

Ranked 51 out of 71 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Colin Riddles

Colin Riddles is an investment manager in the small cap equity team. He joined Barings in March 2010 from GLG where he was responsible for their UK Small Company fund. Previously, he worked at HSBC Halbis, Scottish Widows and General Accident. Colin has a BA (Hons) in Financial Studies & Computer Science, an MSc in Investment Analysis from Stirling University and an MBA from Edinburgh Business School. He is a member of the CFA UK.

Rosemary C. Simmonds

Rosie is an investment manager in the Small Cap Equity Team responsible for small-cap stock analysis in Europe. Rosie joined Barings in September 2010 from Baillie Gifford, where she worked for three years as an investment analyst. Rosie graduated from Oxford University with a degree in modern history. She was awarded the IMC certificate in 2009 and is a CFA charterholder.

Nicholas Williams

Nicholas Williams attended Corpus Christi College, Oxford where he received a BA in English Language. He joined Barings in 2004 as divisional director. Prior to this he worked for eleven years at Singer & Friedlander where he was head of the European desk and was a member of the Investment Policy Committee. During his tenure at Singer & Friedlander, Nicholas was responsible for running over £400million of institutional and retail European funds across the capitalization range and had a consistent track record of out-performance. Nicholas is responsible for the management of the Baring Europe Select Fund.

Objective

The Fund will seek to achieve long-term capital growth primarily through investment in the securities of smaller European Companies. The Fund will seek to achieve its investment objective by investing at least 70% of its total assets at any one time in equity and equity-related securities of smaller companies incorporated and/or exercising the predominant part of their economic activity, in Europe and/or listed or traded on eligible European stock exchanges or markets.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.4% 7.6% 5.4%
2016 9.3% -0.8% -2.4% 13.1% -0.2%
2015 17.4% 8.1% 1.6% -1.1% 8.1%
2014 1.1% 4.6% -5.8% -4.0% 6.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Northern Trust Global - The Sterling A GBP Inc 2.99
DSV A/S ORD 1.69
Chr Hansen Holding A/S ORD 1.64
Recordati Industria Chimica e Farmaceutica SpA ORD 1.62
Teleperformance SE ORD 1.60
Elisa Oyj ORD 1.57
ASM International NV ORD 1.56
Intermediate Capital Group PLC ORD 1.51
Arrow Global Group PLC ORD 1.49
IMCD NV ORD 1.46
30/06/2017

Registered For Sale In

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

Fund Info

  • Launch date29/10/2013
  • Share Class size04Mn
  • Base currencyEUR
  • ISIN IE00BDSTXR76

Purchase Info

  • Min. initial investment3,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

Barings' European team sounds profit warning alert

Colin Riddles, a European equities manager at Barings, warns that 2014 won't be as easy as 2013

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