Funds, ETFs and Investment Trusts

If you're starting to build your portfolio, these often low-cost options can help make sure you’re sufficiently diversified from the outset.

Remember investments can fall in value. You may get back less than you invest. If you are unsure, seek independent advice.

When you invest in a fund, investment trust or ETF, your cash is used to buy a selection of investments that usually focus on a particular theme, specific industry or geographical area. Depending on the type of fund you select, a professional fund manager may pick these for you, so you get the extra benefit of their expert know-how.

What are active and passive funds?

Would you prefer a fund manager to actively manage your money for you or are you happy to let your investments simply track the market? Either way, you need to make sure you understand the difference between active and passive fund management and the relative cost before you get started.

An introduction to Exchange Traded Funds (ETFs)

Exchange Traded Funds (ETFs) are a popular type of passive investment giving investors access to a wide range of markets. Here’s our guide to how they work to help you understand what you’re investing in.

Introduction to investment trusts

Looking for an investment with a reputation for delivering decent returns for reasonable charges? Investment trusts could be just the ticket.

Funds – income or accumulation units?

Once you’ve selected which investment fund you’d like to buy, you have the option to choose either the income or accumulation version of the fund – but what’s the difference and which should you choose?

The cost of investing in funds

Fund charges have got much cheaper over the years, which is good news for investors. But it’s still vital to understand the different fees involved and the impact they can have on your investment returns.

The benefits and risks of passive investing

The popularity of passive funds is growing, attracting investors with the promise of dramatically lower costs than actively managed alternatives.

What’s the difference between an Exchange Traded Fund (ETF) and a tracker fund?

If you’re trying to decide which index tracker to invest in, make sure you understand the differences in the funds giving you exposure to the index.

Looking for income from investment trusts

Investment trusts may be able to deliver a steady income to investors, even in times of crisis. We explain how they work.

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Investment strategies

Stay up to date with the latest investment strategies from independent industry experts and our own professionals. We explore a wide range of different ideas and approaches so that you can work out the best investment plan for you.

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Ways to invest

Always remember that investments can fall in value. You may get back less than you invest.


Plan & Invest

Plan & Invest is a new service which creates and manages a personalised Investment Plan just for you. Whether your long-term goal is home improvements, retirement or just building a nest egg, all you have to do is tell us a bit about yourself and then let our experts select and manage your investments.

Smart Investor

To choose and manage your own investments from a range of funds, shares, ETFs and bonds, get started today by simply opening up an Investment (Stocks & Shares) ISA, Investment Account or SIPP Account with Smart Investor.


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