Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Baring MENA

Ranked 10 out of 10 in - Middle East & North Africa over 12 months
All calculations are in USD unless stated

Managed by

Ghadir Cooper

Ghadir Abu Leil Cooper was appointed global head of equities at Barings in 2016. Prior to this, she was head of the EMEA & Global Frontiers Team and lead manager on the Barings Eastern European Fund and Baring MENA Fund. Having joined Barings as part of the Global Emerging Equity Team in 1997, she was appointed a director in 2001. Prior to joining the emerging equity team, she worked at BZW Asset Management, where she was an investment analyst focusing on the Middle East, North Africa and Latin America regions. She has a BSc and a Ph.D in theoretical physics from Durham University and is fluent in Arabic.

Objective

The investment objective of the Fund is to achieve long-term capital growth in the value of assets by investing in the Middle East and North Africa (MENA). The fund will invest at least 70% of its total assets at any one time in equities and equity related securities, as described below, of companies domiciled in the MENA region or of companies exercising the predominant part of their economic activity in the MENA region. For this purpose, total assets exclude cash and ancillary liquidities.

Showing fund performance in Singapore View performance globally

Performance

Middle East & North Africa over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.7% 3.2% -0.9%
2016 -3.4% -2.0% -0.2% -2.6% 1.4%
2015 -18.1% -2.9% 0.5% -12.6% -4.0%
2014 13.0% 12.0% 0.6% 8.3% -7.4%
2013 27.5% 10.6% 4.0% 5.1% 5.5%
2012 22.9% 14.2% -6.5% 11.1% 3.6%
2011 -20.4% -10.4% 0.7% -10.8% -1.1%
2010 -7.5% 13.4% 6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Hong Kong
  4. Ireland
  5. Luxembourg
  6. Macau
  7. Singapore
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date29/03/2010
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN IE00B63QVB47

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

Iran nuclear deal: MENA managers on what investors need to know

Two regional specialists dissect the winners and losers from the agreement set to lift sanctions on Tehran.

What Saudi Arabia's market opening means for foreign investors

Citywire Global canvassed three leading EM specialists to uncover the impact of the landmark move to open up its stock market.

The three best MENA managers since the Arab Spring revealed

As tensions mount in Egypt, Citywire Global uncovers the standout performers since the onset of demonstrations in the region.

Barings to launch frontier markets fund

Barings is set to launch a frontier fund that will invest across frontier markets as diverse as the UAE, Sri Lanka, Ukraine and Nigeria.

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