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No Bestinvest rating Find rated mixed investment 20-60% shares funds
Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. BARCLAYS CAUTIOUS PORTFOLIO does not fall into either of these categories at present.
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To provide capital growth and rising income over time from a portfolio comprising mainly of Barclays Unit Trusts with an optimum mix of equities and UK Gilts.
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.
Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only
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