Foundation funds: Global Markets 3
About this fund
The Barclays Wealth Global Markets 3 fund spreads your investment across each of the asset classes, taking more risk than Global Markets 1 and 2 by increasing the amount invested in equities. The fund seeks to provide capital growth over the medium to long term, and to a lesser extent, an income that can either be withdrawn or reinvested in the fund. It invests in a wide range of collective investment schemes, including, but not restricted to, Exchange Traded Funds. This is a globally diversified fund, which means it's less dependent on the fortunes of the UK.
Investment via Exchange Traded Funds (ETFs) provides cost-effective and consistent performance in relation to a market or index, such as the FTSE 100. The value of an ETF reflects that of a portfolio of shares or bonds that aim to match the performance of a particular market or index. There's no active stock selection, but Barclays Wealth will actively manage the asset allocation.
|To achieve the fund's objectives, it currently invests in the following way:
Fixed income 33%
- Learn more about the investment approach of our Global Market funds 620 KB
- Fund factsheet - How to read a fund factsheet
- Terms and conditions 540 KB
Past performance of the fund can be viewed on the Fund factsheet
Past performance is no indication of future performance.
How much can I invest?
- Minimum total investment: £3,000 for new applications, £500 for additional investments into existing accounts
- Minimum investment per fund: £500
- Maximum ISA investment: £11,520 2
- No maximum investment outside of an ISA
What are the main risks of this fund?
The annual management charge is deducted from capital, not from income. This reduces the rate of investment growth and could erode your original investment amount.
This fund involves a relatively high level of fixed interest securities so unit values are sensitive to interest rate trends. This means they could fall if interest rates rise, but rise if interest rates fall. The value of a fixed interest security will fall in the event of the default or reduced credit rating of the issuer. Generally, the higher the level of the interest rate stated on the investment when it's issued, the higher the perceived credit risk of the issuer.
General risks of investing
The value of this investment and the income it produces can go down as well as up, so you could get back less than you invested. Neither capital nor income is guaranteed.
These investments are generally designed to be held for the medium to long term, usually 5 to 10 years. For more detail on the risks, read the Key Investor Information Document
- Initial charge: discounted to 0% from 4%
- Annual Management Charge (AMC): 1%
- Total Expense Ratio: (includes AMC and transaction charges): 1.60%
- Exit/withdrawal charge: none
See our Investments Jargon Buster for an explanation of terms used.
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