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Barings Global Agriculture A GBP Acc

Ranked 14 out of 31 in - Global Themes over 12 months
All calculations are in EUR unless stated

Managed by

James Govan

James Govan joined Barings as an investment analyst on the Global Resources Fund in 2008 and was promoted to investment manager in 2010. He is the lead manager of the Baring Global Agriculture Fund. Prior to Barings, James worked as an assistant fund manager on a UK equity long/short hedge fund at BC Asset Management between June 2002 and January 2008. James holds a BSc in Banking and International Finance from Cass Business School, City University, London. He was awarded the Investment Management Certificate in 2002 and the CFA designation in 2006.

Objective

The investment Objective of the Fund is to achieve long-term growth in the value of assets, predominantly by investing in companies where the majority of earnings are derived from activities related to any commodities which are grown or raised, commonly known as agriculture or soft commodities.

Showing fund performance in Sweden View performance globally

Performance

Global Themes over : 31/08/2017 - 31/08/2018
  • Rank 14/31 Total Return
  • Rank 28/31 Standard Deviation
  • Rank 30/31 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -8.7% 9.1%
2017 5.4% 3.8% -5.7% 1.9% 5.7%
2016 11.4% -2.1% 0.1% 6.7% 6.6%
2015 -4.7% 11.0% -0.8% -20.2% 8.5%
2014 14.4% 0.3% 3.8% 5.2% 4.4%
2013 4.8% 7.8% -6.4% -1.3% 5.3%
2012 13.8% 8.5% 1.1% 3.3% 0.4%
2011 -15.6% -4.3% -7.0% -13.0% 9.1%
2010 22.2% 6.2% -7.3% 8.7% 14.2%
2009 22.6% 8.0% 14.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2018

Top 10 Holdings

Stock Size
Nutrien Ltd ORD 8.74%
Tyson Foods Inc ORD 7.76%
Deere & Co ORD 6.66%
Mosaic Co ORD 5.33%
Kubota Corp ORD 4.34%
Tate & Lyle PLC ORD 4.26%
Wilmar International Ltd ORD 3.85%
FMC Corp ORD 3.78%
AGCO Corp ORD 3.18%
Glanbia PLC ORD 3.17%
31/05/2018

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Hong Kong
  5. Macau
  6. Singapore
  7. Sweden
  8. Switzerland
  9. Taiwan
  10. United Kingdom

Fund Info

  • Launch date15/01/2009
  • Share Class size04Mn
  • Base currencyGBX
  • ISIN GB00B3B9V927

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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