Foundation funds

Foundation funds

Our Foundation funds provide an easy route into investing, particularly for beginners, with a range of 5 funds where the objectives and risks are clearly defined.

  • Choose funds based on your goals and appetite for risk
  • All are available inside or outside an ISA
  • Easy to apply, invest, monitor and manage your funds

Selecting your fund

Funds invest in a range of asset types, including equities, bonds, property, commodities, cash and 'alternative' investments, such as hedge funds. Each carries a different level of risk.

We've developed our 5 Global Markets funds with this in mind – each one invests a different proportion in each asset type, allowing you to choose how much risk you want to take. The minimum total investment is £3,000, but you can spread this across several products with a minimum investment per fund of £500.

Be prepared to invest for at least 5 years and be willing to take some risk with your money.

Fund Name Fund Provider
Fund Details
Risk & Reward
 
 

Global Markets 1

Barclays

Fund Factsheet (Inc)
Fund Factsheet (Acc)
4

This fund will predominantly invest in the lowest risk asset class, giving a relatively high exposure to cash and short-term bonds. It also invests in the other, riskier asset classes, but in a smaller proportion than the other Global Markets funds. The fund aims to provide some capital growth in addition to an ongoing source of income, which can either be withdrawn or reinvested into the fund.

 

Global Markets 2

Barclays

Fund Factsheet (Inc)
Fund Factsheet (Acc)
5

This fund offers relatively high exposure to the bond markets, in addition to investing a higher proportion in equities in comparison to Global Markets 1. The fund seeks to provide capital growth over the medium to long term in addition to an ongoing source of income, which can either be withdrawn or reinvested into the fund.

 

Global Markets 3

Barclays

Fund Factsheet (Inc)
Fund Factsheet (Acc)
5

This fund spreads your investment across each of the asset classes, taking more risk than Global Markets 1 and 2 by increasing the amount that is invested in equities. The fund seeks to provide capital growth over the medium to long term, and to a lesser extent also an income which can either be withdrawn or reinvested into the fund.

 

Global Markets 4

Barclays

Fund Factsheet (Acc) 6

This fund invests predominantly in growth-oriented investments such as equities, whilst maintaining a spread of other asset classes. The fund aims to provide capital growth over the medium to long term and does not provide an income.

 

Global Markets 5

Barclays

Fund Factsheet (Acc) 6

This fund provides the greatest exposure to the equity markets. It also invests in the other asset classes, but to a lesser degree than the other 4 Global Markets funds. The fund aims to provide capital growth over the medium to long term and does not provide an income.

 

Remember:
Lower risk is normally linked with lower returns and higher risk tends to offer the potential for greater rewards. But higher risk investments are at greater risk of making a loss.

The value of these investments and any income they produce can go down as well as up, so you could get back less than you invested. Neither capital nor income is guaranteed. Barclays Investments do not provide financial advice. If you’re unsure if an investment is right for you, please seek independent financial advice.

Is this right for you?

If you want to customise your own portfolio, search our Fund finder for a broader range of products.

Next steps

  • Find the funds that interest you
  • View the fund factsheet for detailed information
  • If already registered, make a note of your chosen fund and call 0800 445 443 1
Important information
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