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Moderate Risk Income Investments

This Ready-made Investment aims to produce a higher level of income than the lower risk Multi-Asset Income Fund, while also seeking long-term capital growth. Your money will be invested in a range of actively managed funds giving you exposure to different types of assets from around the world. In general, it will lean towards lower-risk investments such as bonds. In attempting to generate a higher income than the Multi-Asset Income Fund, riskier assets will be held in a greater proportion.

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 31 October

 

2017-18

2016-17

2015-16

2014-15

2013-14

Fund (net)

-4.91

10.37

5.47

-0.73

2.05

The table shows the performance of the income units of the fund and therefore does not reflect income paid out to investors. Past performance of investments isn’t a reliable indicator of their future performance.

Investment features

The aim is to provide a high level of income with the potential to increase the capital value of your investment

High Income invests in a blend of active funds to gain exposure to different asset classes from around the world

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

It’s largely made up of the Barclays GlobalAccess Funds. These funds are actively managed by us in conjunction with some of the world’s leading asset managers.

We don’t target a particular income level in this fund and income could vary from year to year. The current distribution yield is 3.51%. This reflects the amounts that may be expected to be distributed over the next twelve months as a percentage of the unit price of the fund. Income from the fund is paid monthly and doesn’t include any preliminary charge. Investors may be subject to tax on distributions.

Please be aware that tax rules can change in future and their effects on you will depend on your individual circumstances.

What does the investment cost?

Our Income investments provide access to some of the world’s leading investment managers selected by Barclays for an ongoing fee of 1.76% of the value of your holdings per annum.

This is made up of:

  • Fund manager fees (OCF – Ongoing Charges Figure1): 1.56% 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.

Income KIID [PDF, 182KB], Factsheet [PDF, 187KB]

Remember, both the value of the investments and any income derived from them can fall as well as rise. You may get back less than what you invest and income will vary. 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 Hgh Inc Port R D or by using the fund code (ISIN) GB00B68F5S16

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

    Real Estate

    Income Plus

    13.0

    5.0

    31.0

    18.0

    25.0

    5.0

    3.0

    High Income

    3.0

    3.0

    13.0

    36.0

    34.0

    7.0

    4.0

    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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If you have any questions, you can give us a call on 0800 279 36672