Barings German Growth Trust - Class I EUR Acc
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General Objective
The objective of this fund is to provide a total return, including both capital growth and dividend income, in excess of the HDAX® (Total Return) Index over a rolling five-year period by investing in equity and equity-related securities in Germany.
Fund Exposure
The fund has the flexibility to invest in companies across all market capitalizations, with a bias towards small and mid-cap companies believed to offer higher growth potential. It focuses on the German equity market, which offers companies in sectors benefiting from cyclical and structural growth, priced at a lower valuation compared to the wider Pan European market. The fund also targets "hidden champions" in Germany, medium-sized companies that are global industry leaders in niche sectors.
Risks
Risks associated with this fund include insufficient liquidity during exceptional market conditions, counterparty risk if an organization fails to meet obligations, custody risk if a custodian becomes insolvent, and potential losses from derivative investments. Foreign exchange movements can impact overseas assets, equities may experience significant fluctuations, and smaller company shares may be more volatile. Region-specific funds like this one have a narrower focus and are considered riskier.