Barings Europe Select Trust - Class I GBP Inc

A Select 50 Fund - Fidelity insight

Category Europe ex-UK Small/Mid-Cap Equity

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

Last buy/sell price

4,460.00p

arrow-down-30.00p (-0.67%)

Fund Code

BIESI

B7NB1W7

GB00B7NB1W76

Prices updated as at 27 Nov 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 MSCI Europe ex-UK Small Cap (Total Net Return) Index over a rolling five year period by investing in equity and equity related securities in Europe excluding the United Kingdom. The Trust will seek to achieve its investment objective by investing at least 75% of its Net Asset value directly and indirectly in equities and equity-related securities of smaller issuers incorporated in, or exercising the predominant part of their economic activity in Europe excluding the United Kingdom, or quoted or traded on the stock exchanges in Europe excluding the United Kingdom.

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.

Our view

Why we like the fund: This fund invests in companies across Europe (excluding the UK) which the fund managers believe offer attractive growth potential at a reasonable price. The focus is on medium and smaller companies, where they believe the most attractive growth opportunities lie. The fund is managed by one of the most experienced teams in the sector and they have worked together for a long time. They carry out detailed company research, which is particularly important when investing in smaller companies. How to use the fund: This fund is likely to require a long investment horizon of ten years or more. This should allow investors to benefit from the rewards that should come from an above-average-risk investment. This fund and Schroder European Recovery should blend well because they invest using quite different approaches.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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