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Barings launches Multi Asset Income Fund


Baring Asset Management (Barings), has launched the Baring Multi Asset Income Fund, which is aimed at investors who are looking for a retirement income solution that combines sustainable income generation across multiple sources of income, along with rigorous risk management.

The investment objective of the fund is to generate income as well as potential for medium-to long-term capital growth. The fund is targeting an indicative annual yield of 5 per cent, with monthly distribution.
The Baring Multi Asset Income Fund utilises a dynamic approach to investing, which emphasises diversification across multiple sources of income, and dynamic asset allocation to deliver the sustainable monthly income payments required by investors. The dynamic asset allocation process is complemented by a rigorous securities selection process in order to find the most suitable securities that provide attractive and sustainable levels of income.
Sonja Laud (pictured), Head of Multi Asset Income at Barings, says, “The fund will be managed with the aim of preserving capital through our strong multi asset skillset. Unlike many income funds, a unique feature of this fund will be monthly income payments with a high income target. Barings has been running multi asset portfolios for many years and has been at the forefront of multi asset investing and innovation to create solutions to suit a variety of client needs.”
The Baring Multi Asset Income Fund can have a maximum investment in equities of 65 per cent of the portfolio, 80 per cent in fixed income, up to 30 per cent allocation to property, 25 per cent in cash and a maximum 30 per cent in alternatives. It will be included in the IMA Mixed Investment 20-60 per cent Shares sector.
Sonja Laud continued, “As income from traditional sources is under pressure, investors need to accept higher levels of risk for the same level of income in single asset class funds. This is why we will tactically adapt and diversify the asset allocation of the portfolio, aiming to gain exposure to rising asset classes in order to capture growth, and limit exposure to falling asset classes in order to protect capital, while opportunistically exploiting income opportunities when and where they arise.
“All round the world, demand for income is growing. People are living longer, and regulatory changes, such as those which took effect in the UK in April 2015, give individuals greater freedom to decide what to do with their defined contribution pension fund. Yet the investment environment is uncertain. For many investors, the question is where to find a retirement income solution which combines sustainable income generation with rigorous risk management. We believe multi asset income investing is the investment proposition which answers that question.”

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