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BARCLAYS INCOME PORTFOLIO - Fund overview

No Bestinvest rating
Find rated mixed investment 0-35% shares funds


Overview of BARCLAYS INCOME PORTFOLIO

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. BARCLAYS INCOME PORTFOLIO does not fall into either of these categories at present.

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Mixed Investment 0-35% Shares
Product type  UNIT TRUST
Launched  May, 2008
Size  £237m
Yield 3.2%
Charging basis  –
Dividends paid  –
Bid price(inc) 96.29p
Bid price(acc) 145.00p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.07%
Reduction in yield (10yr) 1.17%

Bestinvest says


No information available.

Portfolio

barclays income portfolio asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds 100%
Property
Commodities
Hedge
Fund cash

No data available.

No data available.

Investment process


To generate income with some potential for capital growth through an exposure mainly to bonds, ant to a lesser extent, other investments in accordance with the investment restrictions.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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