Barings Global Agriculture Fund

PUBLIC EQUITIES

Fund Size

GBP 80.30 Million

As of 31/10/2024

Objective

The Fund aims to provide a total return, including both capital growth and dividend income (after fees have been deducted), in excess of the DAXglobal® Agribusiness (Total Net Return) Index over a rolling five year period by investing in equity and equity related securities in the agricultural sector.

Strategy

The Fund will seek to achieve its investment objective by investing at least 70% of its total assets directly and indirectly in equities and equity-related securities in any company, including those in developed and emerging markets, where the majority of earnings of issuers or holding companies are derived from activities related to any commodities which are grown or raised, commonly known as agricultural or soft commodities.

Who Should Invest

The Fund is designed for investors seeking a strategy that targets long-term capital growth by investing in the agricultural sector.

Risks

The value of investments can fall as well as rise and investors may not get back the amount originally invested. Natural events such as fire, drought, flood and disease may have an adverse impact on the agricultural and commodities markets, in addition to changing market supply and demand relationships. Emerging markets or less developed countries may face more political, economic or structural challenges than developed countries. Changes in exchange rates between the currency of the Fund and the currencies in which the assets of the Fund are valued may also affect the value of the Fund. The Fund may also use derivatives for investment purposes. These are complex instruments that carry the risk of causing increased volatility in the value of the Fund.

 

Fund Facts

Fund Type

UCITS Funds

Inception Date

15/01/2009

Domicile

UK

Share Class Information

Dealing Frequency

Daily

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