Foundation funds
5 ready-made portfolios from Barclays Wealth, each with a different objective and level of risk. Each fund invests in a mix of cash, bonds, equities and other investment types – this mix drives the potential rewards and the level of risk that the fund takes with your money.
Investing in one of the funds in our Foundation range is simple – you just need to pick the fund that you want, read the product documents and then select apply.
All funds are available inside or outside an ISA.
Select the fund that best matches the level of risk you're comfortable taking
The table below summarises the differences between the funds. Click on the fund names for more information. As a simple indicator, we have listed typical exposure to equities as a way of showing how exposure to more risky assets increases.
| Barclays Wealth Fund | Investor profile/objective |
Typical equity exposure: |
| Global Markets 1 | For investors looking for low-risk capital growth, the income generated by this fund can be reinvested. Reinvestment of income is a great way to boost longer term investment returns. | 15-25% |
| Global Markets 2 | For cautious investors looking for capital growth, the income generated by the fund can be reinvested. | 25-40% |
| Global Markets 3 | This fund is best suited to investors with a balanced or moderate attitude to risk and aims to provide capital growth over the medium to long term. Income can either be paid out or reinvested to enhance growth. | 35-55% |
| Global Markets 4 | This fund is best suited to investors looking for capital growth who are comfortable with greater risk than a more balanced investment, with the potential for better returns. | 50-65% |
| Global Markets 5 | This fund offers a higher-risk, higher-return solution for investors looking for capital growth. Aims to provide high levels of capital growth over the medium to long term. | 55-85% |
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Remember: |
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