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Selected by Barclays’ investment specialists, it is a list of funds that have built solid reputations and established sound investment processes.
Remember that Smart Investor does not offer financial advice, so you must decide how to invest your money. The criteria outlined here can only help you narrow down the choice. Investing in funds is like any other type of investment. The value of your investment can fall as well as rise. You might not get back the amount you invest.
With thousands of different funds to choose from, it can seem like a big task to build the portfolio that’s right for you.
The Barclays Funds List is one option you might consider to help you narrow down the wide range of options available. Chosen by Barclays’ investment specialists, it’s a list of funds we believe have built solid reputations, and can demonstrate robust investment processes.
We believe selecting funds is both a science and an art, and our team of investment analysts have developed a process that encompasses both. Our list currently features around 40 funds our experts believe have the potential to generate consistent returns in the medium to long term – five years or more.
Most funds focus on a single country, sector or type of assets. We believe that all investors should make sure they spread the risk of their investment portfolio by holding a number of funds across these different fund types. Any challenges in one fund is then hopefully offset by other funds that aren’t experiencing the same issues.
Remember that Smart Investor does not offer personal financial advice, so it’s up to you to decide how to invest your money. If you’re not sure where to invest, you should seek professional financial advice.
Bear in mind too that funds are like any other type of investment, so the value of your investment can fall as well as rise. You might not get back the amount you invest.
Like science, our process is formal, structured and repeatable to create comparable data points across institutions and fund managers. But, like art, our process is also informed by a philosophy that guides our collective judgment on a manager. The Barclays’ process we use to select the funds on our Funds List has been the same for several years. There are three main steps involved when deciding whether or not a fund should be included on our list.
One of the key criteria that we assess is the relationship between risk and return. What this means is we compare the amount of risk the fund manager has taken to achieve the expected returns. We want to make sure fund managers aren’t taking too many risks in trying to get you good returns on your investment. We also analyse how consistent the fund manager's approach and past returns have been, as well as the level of experience of the rest of the fund's investment team.
Once we feel that a fund meets our high standards, we start the next stage of the process which involves extensive manager due diligence. Our process can be divided into two distinct steps: investment due diligence, and operational due diligence.
Our team of investment professionals then comes to a joint decision about whether the fund deserves to be included on our list. This helps us make sure our decisions are consistent and free from individual bias.
Once a fund has been selected through our investment research, we then make sure we are able to offer you the best share class we can, so that as little as possible of your investment is eaten up in fund charges.
We take the individual funds we’ve selected and group them together into easily understandable sectors of funds with a similar investment focus. This might be by the type of asset they buy, such as Bonds or Equities (shares), or perhaps where the companies they buy are based, like Europe or Japan. The sectors in our list cover the areas of investments we believe are key to building a balanced portfolio.
While the funds in each sector have the same focus for investing, they don’t all take the same approach to how to achieve the goal of growing your money. So after choosing a sector, take a dig into each fund to see which suits you best. To help you we’ve got a handy commentary that gives you a quick summary of the manager and why we like their fund.
Our list includes funds from the key sectors for building a diversified portfolio, so remember to spread your money between these and bear in mind which funds have a higher investment risk and the effect this will have on the balance of your portfolio. We’ve noted the ‘KIID risk score’ next to each fund on the list, but remember to check out what the manager says in the Key Investor Information Document (KIID) itself about the risks of the fund’s investment approach, and also that the risk score can change over time.
As we’re constantly monitoring and reviewing the funds in our list we may add or remove funds at any time. For a quick view of what we’ve added or removed recently, find out more here.
Funds which are included in our list are ones we currently like, and have a positive view of purchasing. While we take funds off our list this may be for a number of reasons, and doesn’t normally mean we think the fund is no longer worth holding. It may mean we think there’s now a different fund we prefer for new investment, or something at the fund has changed so it’s no longer one of our choices, or it might be because we no longer feel it’s needed on the list or it simply no longer fits in the overall selection of what we think are ‘core’ funds. Remember to always do your own research on whether an investment is right for you to buy in your circumstances, and also whether to continue to hold the investment or when it’s the right time to sell. There might be other reasons why we remove a fund from the list, and we’ll always tell you why we’ve done it.
We’ve rigorously reviewed all the funds we’ve chosen for the list, but it’s essential that you carry out your own due diligence to work out if these funds have a part to play in building your own balanced portfolio. You should always review the information the fund managers provide on their strategy and the risks of the fund. These are outlined in the Key Investor Information Document (KIID), which you’ll find on each of our fund fact pages.
The products we’ve included in our Funds List are not only highlighted to Smart Investor customers, but may also be used in selections and products offered by other Barclays businesses. When our investment view of any fund changes, this is reflected across all the ways we use the product.
Take a look at the funds that have earned a place on our Funds List.
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The value of investments can fall as well as rise. You may get back less than you invest. Tax rules can change and their effects on you will depend on your individual circumstances.
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