
Investment Account
A fully flexible way to invest
A flexible, straightforward account with no limits on the amount you can invest.
We’re constantly monitoring the funds that make up our Barclays Funds List. Over time we’ll add new funds to the list that we think give you more choice to create a diversified portfolio, or we’ll remove a fund when it’s no longer one of our key choices.
Just as a new addition to the list might not be the right choice for you and your portfolio, when we remove a fund it doesn’t automatically mean you should sell it. There are a number of reasons why we might have taken a fund off the list, as you can see below.
For why we like a fund and have it in our list, look at the fund commentary on our funds list page.
25/09/2020 – This fund has been added to our list. Find out more about why we've included this fund by taking a look at the fund commentary.
25/09/2020 – This fund has been added to our list. Find out more about why we've included this fund by taking a look at the fund commentary.
25/09/2020 – This fund has been added to our list. Find out more about why we've included this fund by taking a look at the fund commentary.
25/09/2020 – This fund has been added to our list. Find out more about why we've included this fund by taking a look at the fund commentary.
25/09/2020 – This fund has been added to our list. Find out more about why we've included this fund by taking a look at the fund commentary.
25/09/2020 – This fund has been added to our list. Find out more about why we've included this fund by taking a look at the fund commentary.
25/09/2020 – This fund has been added to our list. Find out more about why we've included this fund by taking a look at the fund commentary.
25/09/2020 – This fund has been added to our list. Find out more about why we've included this fund by taking a look at the fund commentary.
25/09/2020 – This fund has been added to our list. Find out more about why we've included this fund by taking a look at the fund commentary.
27/01/2020 – This fund has been added to our list. Find out more about why we've included this fund by taking a look at the fund commentary.
08/07/2019 – This fund has been added to our list. Find out more about why we've included this fund by taking a look at the fund commentary.
11/02/2019 – This fund has been added to our list. Find out more about why we've included this fund by taking a look at the fund commentary.
21/01/2019 – This fund has been added to our list. Find out more about why we've included this fund by taking a look at the fund commentary.
25/09/2020 – We don’t believe the focus of this fund is key to most private investor portfolios so we’ve removed it from our list. We still have a positive view of the fund at the time of removal but it’s no longer a fund we will include in future as key for Smart Investor customers.
25/09/2020 – We don’t believe the focus of this fund is key to most private investor portfolios so we’ve removed it from our list. We still have a positive view of the fund at the time of removal but it’s no longer a fund we will include in future as key for Smart Investor customers.
25/09/2020 – We don’t believe the focus of this fund is key to most private investor portfolios so we’ve removed it from our list. We still have a positive view of the fund at the time of removal but it’s no longer a fund we will include in future as key for Smart Investor customers.
27/07/2020 – As part of our ongoing monitoring of the funds list, we’ve reviewed it for any funds that are no longer core to our selection. We feel this fund is a duplication of the choice offered across the list, and it’s therefore been removed. The removal doesn’t mean we have a negative view of the fund but there are other funds which are our preferred choice for new investment.
27/07/2020 – As part of our ongoing monitoring of the funds list, we’ve reviewed it for any funds that are no longer core to our selection. We feel this fund is a duplication of the choice offered across the list, and it’s therefore been removed. The removal doesn’t mean we have a negative view of the fund but there are other funds which are our preferred choice for new investment.
15/06/2020 – The fund manager, or a key member of the team, has announced they're leaving, so the fund has been automatically removed from our list. The lead portfolio manager, Jeff Taylor, has announced his intention to retire at the end of this year. Although the co-manager, John Surplice, will continue to manage the fund along the same investment approach that Jeff lead for over 20 years, we do have issues with the team structure and its stability, and as a result feel it is prudent to remove this fund from the list.
08/07/2019 – The fund manager, or a key member of the team, has announced they're leaving, so the fund has been automatically removed from our list. After running the fund for over 18 years, the lead portfolio manager Alexander Darwall has decided to leave Jupiter and set up his own asset management company. It is our belief that Darwall has been an important driver of the success of the fund, and a reason why it had a place on the Barclays Funds List. The loss of Darwall therefore means the fund is removed from the list.
14/09/2018 – The fund manager, or a key member of the team, has announced they're leaving, so the fund has been automatically removed from our list. This fund has been removed from the Barclays Funds List because the lead portfolio manager has retired. Nigel Thomas has run the fund for 17 years, at the end of a long career that spanned over 40 years. The new portfolio manager has mainly managed funds investing in medium and small sized companies, but has less experience in managing a fund of this size and profile that invests across the entire market. The UK market is a highly competitive space and we have greater conviction with other managers in the sector.
14/09/2018 – Our view of this fund has changed. There are other funds which are now our preferred choice for investing in. This fund has a long and successful track record, having been managed by Martin Cholwill since 2005. Like any successful fund, it became popular among investors and the size of the fund has grown considerably. We believe the size of the fund could make it more difficult to manage in an active manner, particularly with respect to the smaller sized companies that Cholwill invests in. As such, our conviction in the fund being able to continue to deliver performance has deteriorated and it is therefore removed from the Barclays Funds List.
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.
A fully flexible way to invest
A flexible, straightforward account with no limits on the amount you can invest.
An easy way to start investing
We offer two ways to invest using an Investment ISA (also known as a stocks and shares ISA). Choose your own investments with Smart Investor, or let us make the decisions for you with Plan & Invest. Either way, invest up to £20,000 per year and any returns you make are tax-free1.
Start investing to make the most of those special times to come by using your new 2021-22 ISA allowance in an Investment ISA today. The sooner you begin, the sooner you could grow your money, tax efficiently.
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