5th Dec 2025 16:43
(Alliance News) - Barings Emerging EMEA Opportunities PLC reported an outperforming net asset value total return for its latest year.
"In what will be my last chairman's statement before I step down at the next [annual general meeting], I am delighted to report that the company delivered an all-time record high level of capital growth in the last financial year," commented Chair Frances Daley.
The company, an investor in emerging and frontier equity listed or traded on Europe, Middle East & Africa securities markets, reported a NAV per share of 884.0 pence at September 30, up from 706.4p one year prior.
Shares in Barings Emerging EMEA were 0.2% higher at 756.10p each on Friday afternoon in London.
The company also declared a final dividend of 13.5p per share for the year ended September 30, up from 12.5p for the year before.
The firm's NAV total return was 28% for the year, up from 17% and surpassing the plus 21% return from its benchmark, the MSCI Emerging Markets EMEA Net index.
"This strong performance in both absolute and relative terms serves to highlight the benefit of diversification that EM EMEA offers, when compared to more conventional investment mandates, and demonstrates Barings' expertise in asset allocation and stock picking," Daley said. "This return was even more pronounced when compared to a range of international benchmarks, with the company significantly outperforming both developed and emerging markets indices.
"The outstanding result in the latest financial year extends a multi-year run of outperformance, as a result of which the company is now firmly above the benchmark over one, three, five and ten year periods."
She added that EMEA emerging markets have been favoured by trade tariffs and policy uncertainty sparking a "resurgence in global market volatility". Daley said the region has been cast as "a relatively defensive investment destination" due to "their comparatively low economic dependence on exports to the US and limited exposure to commodity price volatility."
Looking ahead, Daley commented that "the EM EMEA region offers not only unrecognised growth potential and unique company selection opportunities, but also attractive levels of income".
She noted that given the area's diversity, "the drivers of the portfolio are likely to vary markedly from year to year", but added: "This natural diversification has been a key driver of the company's consistently strong returns in recent years."
By Emma Curzon, Alliance News reporter
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