Barclays Multi-Asset Bal Inc R Dis GBP

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.38%
  • 3 Year sharpe0.50
  • 3 Year alpha-4.48
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20-60% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.49%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupBarclays
  • DomicileUnited Kingdom
  • ISINGB00B68F5S16

Investment Strategy

The Fund seeks to provide income and capital growth, with a focus on income, over the long term (a period of at least 5 years). The Fund is classified as risk profile 3 in the Barclays Multi-Asset fund range (which includes Funds with risk profiles from 1 to 5). This means its overall exposure to equity securities (shares of companies and other equity related investments) will be between 30% and 70% of its assets. The Investment Manager intends to select assets which have a focus on generating income, whilst investing in line with risk profile 3. The Fund invests at least 70% of its assets in other funds (“Second Schemes”). These can be passively managed or actively managed (funds whose manager uses its expertise to select investments) and can include exchange traded funds (funds listed and traded on a stock exchange). They may include funds managed by the ACD and Barclays Group (and any associates).

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