Barings Global Floating Rate Fund

Data updated: 2021-11-24

C000129735 — Barings Global Floating Rate Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Europe Equity · $425.52M AUM · 1.00% expense ratio · 9.8% 1-yr return. From SEC regulatory filings.

C000129735 Fund Overview

Barings Global Floating Rate Fund is a US mutual fund managed by Barings Funds Trust, categorised as Europe Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Barings Funds Trust
  • Category: Europe Equity
  • Assets under management: $425.52M
  • 1-year return: 9.8%
  • SEC CIK: 0001577579
  • SEC series ID: S000041805
  • Share class ID: C000129735

C000129735 Performance

Total returns for C000129735 (as of 2026-08-01), from SEC filings.

PeriodTotal return
1 year9.8%
3 years (annualised)5.0%

C000129735 Risk Information

Risk metrics for C000129735, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 2.8%

C000129735 Costs and Fees

C000129735 costs about $100 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 1.00%
  • Gross expense ratio: 1.25%
  • Portfolio turnover: 43%
  • Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)

C000129735 Cashflows

Over the 12 months to 2021-09, Barings Global Floating Rate Fund had net inflows of $195.45M, from monthly SEC N-PORT filings.

MonthNet flow
2021-09$20.26M
2021-08$19.74M
2021-07$13.30M
2021-06$12.54M
2021-05$21.64M
2021-04$27.39M

C000129735 Debt Constituents

No individual debt constituents are reported in Barings Global Floating Rate Fund's latest SEC N-PORT filing.

C000129735 Prospectus and SEC Filings

Official Barings Global Floating Rate Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Europe Equity funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.