Barclays Multi-Asset Balanced Fund

Select share classes

Barclays Multi-Asset Balanced Fund 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

127.70p

arrow-up0.30p (+0.24%)

Fund Code

BMBRA

BD93ZP0

GB00BD93ZP09

Prices updated as at 28 Mar 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 ‘Balanced’ or risk profile 3 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 be between 30% and 70% of its assets. The Fund invests at least 70% of its assets in other funds (“Second Schemes”). These can be passively managed (funds that reflect the performance of an index) 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).

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund manager
127.8
115.3
Fund comparative indexIA Mixed Investment 20-60% Shares
Mixed Investment 20-60% Shares
-
1.49
-0.07
0.00
GBP Allocation 60-80% Equity
No
Fund providerBarclays Asset Management Limited
Share class launch date09 Mar 2018
£244.05m
-
1.67
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.