Barclays Global Markets Defensive Fund R Acc GBP
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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.