Barclays Global Markets Adventurous Fund R Acc GBP header image

Barclays Global Markets Adventurous Fund R Acc GBP

Fund

ISIN GB00B4YPY060 / Valor null

NAV (2024-12-20)
GBP 2.78+0.25%

Barclays Global Markets Adventurous Fund R Acc GBP
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The Fund aims to provide capital growth and income over the long term, with a minimum investment horizon of at least 5 years. It is classified as risk profile 5 within the Barclays Wealth Global Markets fund range, indicating a higher level of risk and return compared to funds with lower risk profiles.

Fund Exposure

The Fund's overall exposure will not be less than 70% in equity securities, including shares of companies and other equity-related investments. It primarily invests in passively managed Second Schemes, which may include exchange-traded funds, focusing on equity securities. Additionally, the Fund may invest in fixed income securities, money-market instruments, cash, deposits, and derivatives, with the possibility of direct investments in these asset classes up to 30%.

Risks

The Fund maintains exposure to higher risk assets like emerging market equity securities, as well as moderate risk assets such as developed market equity securities. While also having exposure to lower risk assets like investment grade fixed income securities and money-market instruments. Investors should be aware that the Fund's actively managed approach and potential investments in derivatives may introduce additional risks. Additionally, income generated is reinvested into the Fund, making it more suitable for long-term investors.

Content summarized by AI chatbot
Source

https://www.barclays.co.uk/content/dam/documents/smart-investor/ready-made-investments/factsheet-global-markets05.pdf

Tags:
msci world multi asset fund of funds

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Barclays Global Markets Adventurous Fund B Acc GBP
Barclays Global Markets Adventurous Fund B Acc GBP Barclays Global Markets Adventurous Fund B Acc GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.23%GBP 2.63
Barclays Global Markets Adventurous Fund I Acc GBP
Barclays Global Markets Adventurous Fund I Acc GBP Barclays Global Markets Adventurous Fund I Acc GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.25%GBP 2.78