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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.
 

Additions

Polar Capital Global Technology

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.

PIMCO Global Investment Grade Credit

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.

Montanaro European Smaller Companies

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.

Loomis Sayles US Equity Leaders

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.

JO Hambro Emerging Market Opportunities

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.

Franklin India

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.

Findlay Park Amercian

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.

Blackrock BGF Sustainable Energy

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.

Invesco European Equity

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.

Jupiter European

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.

Threadneedle UK Social Bond

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.

Janus Henderson Asian Dividend Income

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.

LF Lindsell Train UK Equity

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.

Removals

M&G Global Floating Rate High Yield Fund

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.

M&G UK Inflation Linked Corporate Bond Fund

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.

Royal London Cash Plus Fund

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.

Stewart Investors Global Emerging Markets Leaders

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.

Lazard Emerging Markets

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.

Invesco European Equity

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.

Jupiter European

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.

AXA Framlington UK Select Opportunities

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.

Royal London UK Equity Income

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.

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