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BARCLAYS UK BALANCED PLUS PORTFOLIO B GBP - Fund overview

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Overview of BARCLAYS UK BALANCED PLUS PORTFOLIO B GBP

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

Standard Initial Charge

4.00% 1.00%

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	October, 2004
Size	£357m
Yield	2.1%
Charging basis	–
Dividends paid	Mar, Jun, Sep & Dec
Bid price	102.60p

Fund Charges

Standard Initial charge	4.00%
Initial charge via Bestinvest	1.00%
Additional bid/offer spread	0.00%
Annual management charge	1.25%
Total expense ratio	1.25%
Reduction in yield (10yr)	1.35%

Bestinvest says

No information available.

Portfolio

Allocation		Proportion

	Equity	60%
	High yield bonds	5%
	Quality bonds	20%
	Property	5%
	Commodities	–
	Hedge	5%
	Fund cash	5%

barclays uk balanced plus portfolio b gbp equity geographic illustration

Allocation		Proportion

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

barclays uk balanced plus portfolio b gbp equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for BARCLAYS UK BALANCED PLUS PORTFOLIO B GBP

Investment process

The investment objective of the Fund is to invest primarily in regulated collective investment undertakings which aim to achieve, over the long term, capital growth with some income from a diversified portfolio of equities and bonds.

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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