Barclays Wealth Global Mkts 4 R Acc GBP

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.90%
  • 3 Year sharpe0.41
  • 3 Year alpha1.98
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.45%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupBarclays
  • DomicileUnited Kingdom
  • ISINGB00B4ZFH287

Investment Strategy

The Fund seeks to provide capital growth and income over the long term (a period of at least 5 years). The Fund is classified as risk profile 4 in the Barclays Wealth Global Markets fund range (which includes Funds with risk profiles from 1 to 5). Its overall exposure to equity securities (shares of companies and other equity related investments) will be between 45% and 85% of its assets. The Fund invests at least 70% of its assets in other funds (“Second Schemes”). These will be passively managed (funds that reflect the performance of an index) and can include exchange traded funds (funds listed and traded on a stock exchange).

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