Barclays Wealth Global Markets 4

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There is only one type of share class for this fund.

Barclays Wealth Global Markets 4 R Acc GBP

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

237.20p

arrow-up0.30p (+0.13%)

Fund Code

BCMKA

B4ZFH28

GB00B4ZFH287

Prices updated as at 16 May 2024
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Prices in GBX
Investment objective
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 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).
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 18 May 2024, 05:05

Trailing returns (%) as of 18 May 2024, 05:05

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
31 Mar 13 - 31 Mar 145.245.72
31 Mar 14 - 31 Mar 157.5110.85
31 Mar 15 - 31 Mar 16-4.47-2.93
31 Mar 16 - 31 Mar 1720.0517.37
31 Mar 17 - 31 Mar 183.761.40
31 Mar 18 - 31 Mar 196.403.97
31 Mar 19 - 31 Mar 20-6.51-8.04
31 Mar 20 - 31 Mar 2129.2426.61
31 Mar 21 - 31 Mar 226.675.02
31 Mar 22 - 31 Mar 23-1.78-4.73
31 Mar 23 - 31 Mar 2414.1510.39

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day0.130.35
1 Month4.083.57
3 Months5.145.03
6 Months11.3110.63
1 Year16.6211.68
3 Years annualised6.213.54
5 Years annualised7.755.17
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.