Barclays Multi-Asset Balanced Fund
|21 Feb 2024
|Last Ex-Dividend Date
|01 January 2020
|Mixed Investment 20-60% Shares
|Standard Initial Charge
|Annual Management Charge
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).
Barclays Asset Management Limited
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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