Quick Stats

Bid Price - Offer Price -
Mid Price GBX 536.90 Day Change GBX 0.00 (0.00%)
Price Date 23 Nov 2017 Crown Rating 3
Shares Class Inc. Yield 0.30 %
Total Expense Ratio 1.70 Fund Size 12,500,000.00
Launch Date 09/06/1986 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.70
ISIN GB0000807676 Min TopUp (£) 500.00

Fund Objective

The investment objective of the Trust is to achieve long-term capital growth by investing globally.

Fund Managers

Susan O'Brien
Susan joined Barings in 2008 as an Investment Manager in the International and World Equity Group. Previously, she worked at American Express Bank as a portfolio strategist, responsible for determining asset allocation and investment themes for their in-house investment management. Prior to this, she was Head of US Equities at First State Investments and spent 14 years at Framlington Group in a variety of roles, most notably as Head of the US and Health Desks and member of the Asset Allocation Committee. Susan holds a BA (Hons) in History from Reading University.