Barclays Wealth Global Markets 1

Select share classes

Barclays Wealth Global Markets 1 R Dis GBP

Category GBP Allocation 20-40% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

107.80p

arrow-up0.40p (+0.37%)

Fund Code

BCGKD

B5346P0

GB00B5346P09

Prices updated as at 02 May 2024
|
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 1 in the 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 not be more than 30% of its assets. The Fund invests at least 70% of its assets in other funds (“Second Schemes”). These will be passively managed and can include exchange traded funds (funds listed and traded on a stock exchange). It is intended that at least 70% of the Fund’s assets will be invested in Second Schemes which invest in fixed income securities (tradeable debt that may pay interest, such as bonds) and money-market instruments (“MMIs”, bonds with short term maturities). However, the Fund may also invest in Second Schemes which invest in equity securities, cash, deposits, and derivatives.

Annual charges

Product charges
0.45
0.11
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 31 Jan 2024pdf
Annual Reports 31 Dec 2023pdf
Interim Short Report 31 Dec 2023pdf
Annual Short Report 31 May 2023pdf
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