Barings German Growth Trust - Class I GBP Inc

Category Germany Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

953.20p

arrow-up1.50p (+0.16%)

Fund Code

BIGGI

B8DDY87

GB00B8DDY871

Prices updated as at 24 Apr 2024

Prices in GBX

Investment objective

The Trust aims to provide a total return, including both capital growth and dividend income (after fees have been deducted), in excess of the HDAX® (Total Return) Index over a rolling five year period by investing in equity and equity related securities in Germany. The Trust will seek to achieve its investment objective by investing at least 75% of its total assets directly and indirectly in equities and equity related securities of companies incorporated in, or exercising the predominant part of their economic activity in Germany, or quoted or traded on the stock exchanges in Germany.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Baring Fund Managers Ltd

Fund launch date

08 May 1990

Domicile

United Kingdom

UCITS

Yes

Lead manager

Robert Smith

Lead manager start date

01 Nov 2008

Lead fund manager biography

Robert joined Barings in 1998 and is responsible for the Barings German Growth Trust. Robert transferred to the Pan European Equity Team in 2008, having previously worked in both the UK & Europe Equity Team and the Pan Euro Small and Mid Cap Team. Robert was appointed Divisional Director in 2005. Before joining Baring Asset Management, Robert worked with HSBC Asset Management and Dresdner RCM Global Investors. Robert is a member of the Society of Technical Analysts and has passed the Securities Institute Diploma. He received the Investment Management Certificate in 1995 and was awarded the SFA Registered Representative in 1991.

Fund manager

Paul Morgan

Manager start date

01 Feb 2020

Fund manager biography

Head office

51 New North Road

Exeter

Devon

United Kingdom

EX4 4EP

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