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Baring Global Resources A USD Inc

Ranked 25 out of 28 in - Natural Resources over 12 months
All calculations are in GBP unless stated

Managed by

Duncan Goodwin

Duncan Goodwin joined Barings in January 2014 as the head of global resources and lead manager of the Baring Global Resources Fund. Duncan joined Barings from Martin Currie Investment Management where he was a lead global resources portfolio manager for nine years. Prior to this he worked at Merrill Lynch (now BoAML), Citigroup and Lehman Brothers as an equity research analyst, specialising in European energy companies. Before he worked in fund management, Duncan worked at Shell International, most latterly in the UK upstream business planning team, after starting his career as a finance graduate in management information for the Brent Oil Field. Duncan passed the CIMA exam in 1996 and holds a BA (Hons) in Economics from Nottingham University.

Objective

The investment objective of the Fund is to achieve long-term capital appreciation through investment in a diversified portfolio of the securities of Commodity Producers, being companies engaged in the extraction, production, processing and/or trading of commodities e.g. oil, gold, aluminium, coffee and sugar.The Fund will seek to achieve its investment objective by investing at least 70% of its total assets at any one time in a diversified portfolio of the securities of Commodity Producers, as described above. For this purpose, total assets exclude cash and ancillary liquidities.

Showing fund performance in United Kingdom View performance globally

Performance

Natural Resources over : 31/10/2015 - 31/10/2016

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 5.7% 9.9% 7.2%
2015 -15.5% 1.3% -4.6% -18.0% 6.7%
2014 -2.7% 0.7% 3.3% -2.8% -3.8%
2013 -7.6% 0.3% -11.5% 4.3% -0.2%
2012 -8.5% 3.3% -14.4% 8.4% -4.5%
2011 -24.0% -3.1% -4.0% -21.6% 4.1%
2010 23.4% 8.9% -16.8% 15.8% 17.6%
2009 43.3% 4.3% 6.5% 17.6% 9.8%
2008 -46.4% -3.2% 17.4% -37.6% -24.6%
2007 42.1% 4.0% 10.8% 15.3% 7.0%
2006 19.3% 14.3% -4.0% -6.8% 16.7%
2005 55.7% 9.5% 9.6% 24.9% 4.0%
2004 -3.8% -0.8% -11.7% 11.4% -1.4%
2003 36.5% -4.1% 11.9% 13.2% 12.3%
2002 -9.5% 17.6% -7.0% -18.7% 1.7%
2001 -11.0% -3.0% 2.6% -16.3% 6.7%
2000 1.9% -6.8% 6.6% 3.2% -0.6%
1999 30.8% 8.0% 16.9% 0.2% 3.4%
1998 -21.2% 6.3% -11.1% -15.4% -1.5%
1997 -5.6% 2.7% 1.5% 8.5% -16.4%
1996 13.2% 11.5% -0.4% 5.5% -3.4%
1995 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date12/12/1994
  • Share Class size309Mn
  • Base currencyUSD
  • ISIN IE0000931182

Purchase Info

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

Charges

  • Annual management1.50%

Related News

BlackRock mining specialist Burstow rejoins Barings

Baring Asset Management has hired Clive Burstow as director and resources investment manager in its Global Energy and Materials team four years after quitting the firm.  

Barings opens emerging markets range to UK investors

Baring Asset Management has decided to close Chris Hyde's Equity Income fund along with its Global Equity fund, amid plans to open up its offshore emerging markets range to UK investors.

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