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Barings Global Floating Rate Fund;Y

Ranked 33 out of 94 in - Floating Rate Notes over 12 months
All calculations are in USD unless stated

Managed by

Tom McDonnell

Thomas McDonnell is a member of Barings’ U.S. High Yield Investments Group and the U.S. High Yield Investment Committee. His responsibilities include portfolio management for a number of high yield total return portfolios, including global loan and global multi-strategy portfolios. He is also a portfolio manager for the firm’s high yield 1940 act retail funds. Thomas has worked in the industry since 1996 and his experience has encompassed leveraged loans, distressed credit and management of total return focused strategies. Prior to joining the firm in 2005, he was a managing director at Patriarch Partners. Before Patriarch, he worked at Bank of America in the Corporate Finance Group and at Bank One in various risk management and corporate finance positions. Thomas holds a B.S. in business management, an M.B.A. in accounting from the State University of New York at Buffalo, and is a Certified Public Accountant (inactive).


The Fund seeks a high level of current income. Preservation of capital is a secondary goal. The Fund will invest at least 80% of its net assets in income producing floating rate debt securities, consisting of floating rate loans, bonds and notes, issued primarily by North American and Western European companies.

Showing fund performance globally. You can view performance in individual jurisdictions.


Floating Rate Notes over : 28/02/2017 - 28/02/2018
  • Rank 33/94 Total Return
  • Rank 60/94 Standard Deviation
  • Rank 58/94 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 4.5% 1.4% 0.8% 1.4% 0.8%
2016 11.6% 1.1% 2.8% 4.0% 3.2%
2015 -0.6% 2.1% 0.9% -1.8% -1.8%
2014 0.7% 1.4% 0.9% -0.4% -1.2%
2013 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date16/09/2013
  • Share Class size127Mn
  • Base currencyUSD
  • ISIN US06759W4069

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment250


  • Annual management0.25%

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