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BARCLAYS WEALTH GLOBAL MARKETS 3 B

PRICE (INC)

141.6p

PRICE (ACC)

178.8p

INITIAL CHARGE

4%

0%

ANNUAL MANAGEMENT CHARGE

0.65%

ONGOING CHARGE

0.75%

YIELD

2.2%

1 YEAR
4.19%
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Prices as at 01 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Fund seeks to provide capital growth and income over the long term (a period of at least 5 years). The Fund is classified as risk profile 3 in then range (which includes Funds with risk profiles from 1 to 5). This means its overall exposure to equity securities (shares of companies and other equity related investments) will be between 30% and 70% of its assets. The Fund invests at least 70% of its assets in other funds (“Second Schemes”). These will be passively managed (funds that reflect the performance of an index) and can include exchange traded funds (funds listed and traded on a stock exchange).

Fund summary

SectorMixed Investment 20-60% Shares
StructureOEIC
LaunchedSeptember 2010
Size£172m
Yield2.2%
Dividends paidApril, October

Charges

Standard Initial Charge4%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.65%
Ongoing Charges Figure0.75%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning