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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.

Corporate actions explained

Any corporate action can lead to share price movement. It's important you understand the different types of corporate action a company might initiate and how these could affect your investments.

Find the funds that fit your financial goals

The range of fund types has developed to cover all kinds of investments, markets and management styles. We explain how the main types of fund work, so you can pick the right investments for you.

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?

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 funds

Funds are collective investments, where your and other investors’ money is pooled together and spread across a wide range of underlying investments, helping you spread your overall risk.

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.

Looking for income from investment trusts

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

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.

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.

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.

Life Planner

Barclays Life Planner aims to help with your financial planning. Based on your goals and circumstances, it projects how your savings or investments could potentially perform in the future.

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.

Call us

If you have any questions, you can give us a call on 0800 279 36671