Barclays Global Markets Defensive Fund I Acc GBP header image

Barclays Global Markets Defensive Fund I Acc GBP

Fund

ISIN GB00B4YY3Y03 / Valor null

NAV (2024-12-20)
GBP 1.37+0.15%

Barclays Global Markets Defensive Fund I 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 1 within the Barclays Wealth Global Markets fund range, indicating a conservative risk approach.

Fund Exposure

The Fund primarily invests in other funds ("Second Schemes") that are passively managed and focus on fixed income securities and money-market instruments. It may also have exposure to equity securities, cash, deposits, and derivatives. The Fund maintains a balance between lower risk assets, moderate risk assets, and higher risk assets to achieve its investment objective.

Risks

Investors should be aware that the Fund may not be suitable for those planning to withdraw their money within 5 years due to its long-term investment horizon. Additionally, the Fund's exposure to different asset classes and regions, as well as the use of derivatives for efficient portfolio management, may introduce market and liquidity risks.

Content summarized by AI chatbot
Source

https://www.barclays.co.uk/content/dam/documents/smart-investor/ready-made-investments/factsheet-global-markets01.pdf

Tags:
fixed income multi asset barclays global aggregate index

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

Annual Return

-50%0%+50%

Risk level

110
0.08%GBP 1.30
Barclays Global Markets Defensive Fund R Acc GBP
Barclays Global Markets Defensive Fund R Acc GBP Barclays Global Markets Defensive Fund R Acc GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.15%GBP 1.37
Barclays Global Markets Defensive Fund R Dis GBP
Barclays Global Markets Defensive Fund R Dis GBP Barclays Global Markets Defensive Fund R Dis GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.18%GBP 1.10