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BARCLAYS GROWTH PORTFOLIO - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of BARCLAYS GROWTH PORTFOLIO

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

Standard Initial Charge

3.00% 0.00%

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to save 3.00%

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Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  UNIT TRUST
Launched  January, 2005
Size  £232m
Yield 0.3%
Charging basis  –
Dividends paid  9/1, 9/7
Bid price(inc) 52.13p 0.28p
Bid price(acc) 56.89p 0.31p

Fund Charges

Standard Initial charge 3.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.57%
Reduction in yield (10yr) 1.57%

Bestinvest says


No information available.

Portfolio

barclays growth portfolio asset allocation illustration
Allocation Proportion
Equity 65%
High yield bonds –
Quality bonds 30%
Property –
Commodities –
Hedge –
Fund cash 5%
barclays growth portfolio equity geographic illustration
Allocation Proportion
UK 72%
Europe 6%
Nth America 17%
Japan 3%
Pacific 2%
Other Equity 0%
barclays growth portfolio equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 20%
Small Caps 0%

View all performance data for BARCLAYS GROWTH PORTFOLIO

Investment process


The objective of the Trust is to provide long-term capital growth from a portfolio comprising mainly of Barclays and Legal & General (Barclays) Collective Investment Schemes.. It will invest primarily in unit trusts investing in UK shares.

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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