About our Funds List

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.

What's the Barclays Funds List?

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 34 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.

How do we select funds for the list?

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.

Step 1: Assessing risk and return

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.

Step 2: Our due diligence

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.

  • Investment due diligence looks for the best-in-class managers and to do this we use our ‘5P’ research framework where we assess and score the manager in five key areas: Parent, People, Philosophy, Process and Performance. A good score in each of these five areas is critical to the likelihood of future success. Read more about this selection process here.
  • Operational due diligence aims to assess and mitigate business and operational risks. This means we will look at whether the fund manager has the business resources and processes needed to support the investment activities, and the operational know-how needed for them to deliver and sustain the investment strategy.

Step 3: Selection approval process

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.

More about our selection process

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 on these funds to work out if they have a part to play in your own portfolio. You should always review the information the fund managers provide on their strategy and the risks of the fund, as including in the Key Investor Information Document (KIID) you’ll find on each of our fund factpages.

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