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Baring European Opportunities Class I GBP Inc

Ranked 6 out of 22 in - European Small & Medium Companies over 12 months
All calculations are in GBP

Managed by

Colin Riddles

Nicholas Williams

Nicholas Williams attended Corpus Christi College, Oxford where he received a BA in English Language. He joined Baring Asset Management 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.

Performance

European Small & Medium Companies over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 4.9% -6.1% -4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Hong Kong
  3. Ireland
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date29/10/2013
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN IE00BDSTXW20

Purchase Info

  • Min. initial investment10Mn
  • Min. additional investment0

Charges

  • Annual management0.8%

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 GBP).