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BARCLAYS LIFE COMBINED INCOME PF - Fund overview

No Bestinvest rating

Overview of BARCLAYS LIFE COMBINED INCOME PF

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

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	July, 1988
Size	£157m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price(inc)	123.96p	-0.12p
Bid price(acc)	493.41p	-0.41p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	5.00%
Annual management charge	–
Total expense ratio	–
Reduction in yield (10yr)	0.51%

Bestinvest says

No information available.

Portfolio

barclays life combined income pf asset allocation illustration

Allocation		Proportion

	Equity	95%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	5%

barclays life combined income pf equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	0%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

barclays life combined income pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	81%
	Mid Caps	17%
	Small Caps	2%

View all performance data for BARCLAYS LIFE COMBINED INCOME PF

Investment process

Aim: An attractive level of income with the prospect of capital growth over the medium to long term from a portfolio comprising mainly UK equities and fixed interest securities (including government securities).

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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