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Moderate to high risk investments

This Ready-made Investment takes a moderate-high approach to risk, aiming to generate higher growth than our lower risk options. To offer the potential for bigger rewards, it introduces more risk, which also means more chance of experiencing losses. It invests largely in shares, making up more than half of your investment and while it still gives some exposure to lower-risk investments like bonds, they’ll be a smaller section of your overall investment.

Please note: The actual asset allocation may deviate from those weights shown due to intentional shifts we make to take advantage of short-term opportunities and risks, as we see them. View accessible versions of these charts below.

Discrete 5 year performance (%)

Year from 30 September

2017-18

2016-17

2015-16

2014-15

2013-14

Fund (net)

7.56

13.04

15.60

-4.94

6.68

The table shows the performance of the accumulation units of the fund. Past performance of investments isn’t a reliable indicator of their future performance.

 

Investment features

The aim is to provide capital growth over the medium to long term

Barclays Wealth Global Markets 4 invests in a blend of passive funds to gain exposure to different asset classes from around the world. You can find more about passive and active investments.

We determine the asset allocation using our short-term (tactical) and long-term (strategic) views of the performance of these asset classes

Identified by us as a market leader in passive portfolio management, we’ve partnered with BlackRock who will implement the fund’s asset allocation weights, as set out by us

What does the investment cost?

Our Growth Investments are an easy way to achieve a diversified portfolio with a total ongoing fee of only 0.65% of the value of your holdings per annum.

This is made up of:

  • Fund manager fees (OCF – Ongoing Charges Figure1): 0.45% per annum.
  • This is the cost of running the fund and is deducted from the value of the fund, not charged as a cash payment like the customer fee.

Plus:

  • Our Smart Investor customer fee: 0.20% per annum or a minimum of £4 per month.
  • Smart Investor transaction fee of £3 each time you carry out a transaction, or only £1 if set up as a regular investment.

Understanding types of risk

This kind of investment carries various types of risk you’ll need to be aware of.

  • With bonds, returns depend on the issuer’s ability to repay them
  • With shares, stock markets can be volatile, so prices can change quickly and substantially
  • This fund may invest in emerging markets which can mean greater risks than well-developed economies
  • Changes in interest rates and currency values also add risk.

There are other risks too that are explained in the Key Investor Information Document (KIID) below. You should read it before choosing to invest in this fund. It contains important information about the fund and its risks.

Accumulation KIID [PDF, 177KB], Factsheet [PDF, 182KB]

Remember, the value of the investments can fall as well as rise. You may not get back what you invest. We're not recommending Ready-made Investments as being suitable for you based on your personal circumstances. If you're unsure about this investment’s suitability for you, you should seek independent advice.

Ready to buy and have an account with us?

You can purchase this investment by searching for Barclays Wealth Gbl Mkts 4 or by using the fund code (ISIN)GB00B4ZFH287

View the accessible version of our charts

  • Text only versions of our colour charts

    Strategic Asset Allocation(%)

    Fund

    Cash & Short Maturity Bonds

    Developed Government Bonds

    Investment Grade Bonds

    High Yield & Emerging Market Bonds

    Developed Markets Equities

    Emerging Markets Equities

    Global Markets 1

    63.0

    8.0

    6.0

    6.0

    13.0

    4.0

    Global Markets 2

    30.0

    12.0

    11.0

    12.0

    28.0

    7.0

    Global Markets 3

    12.0

    9.0

    11.0

    18.0

    40.0

    10.0

    Global Markets 4

    5.0

    5.0

    6.0

    17.0

    52.0

    15.0

    Global Markets 5

    3.0

    3.0

    4.0

    10.0

    58.0

    22.0

    Please note: The actual asset allocation may deviate from those weights shown due to intentional shifts we make to take advantage of short-term opportunities and risks, as we see them.

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