Barclays Multi-Asset Sustainable Fund

Make a positive impact with your investments

Our sustainable fund enables you to generate positive financial returns while also making a positive impact on social and environmental issues.

About the Barclays Multi-Asset Sustainable Fund

Combining consistent performance with sustainable investing, this fund provides access to sustainable and impact managers who invest in companies that generate positive outcomes for the planet and society. The value of investments can fall as well as rise. You may get back less than you originally invested.

Investing sustainably

This fund enables you to make a positive contribution to the world while also achieving capital growth.

Diversified investment

This fund is crafted to include a range of asset classes in line with a moderate risk approach. You’ll also benefit from a variety of fund managers with a mix of investment styles and ESG approaches.

Smoother returns

Your portfolio will be broadly diverse in order to capture the growth potential in both developed and emerging economies. This should help to better manage the overall risk of investing and help generate smoother returns.

Expert investment thinking

Your strategy will be designed around the experience and insights of our worldwide experts. And your investments will be implemented through leading institutional and boutique investment managers who we’ll select and monitor for you.

Reporting and tax efficiency

An annual report is produced detailing the performance of your investments and highlighting the impact they’ve generated. You also won’t be liable for Capital Gains Tax when we buy or sell funds within the portfolio, whereas you would be if you managed it yourself. However, you may need to pay Capital Gains Tax when you sell your investment in the fund.

The Barclays Multi-Asset Sustainable Fund’s performance

Since it launched, the Multi-Asset Sustainable Fund has delivered a positive return, demonstrating that investors can invest sustainably without giving up market returns.

We’re excited to share the fund’s Annual Impact Report, which details the approaches and outcomes the sustainable and impact fund managers generated for our investors, as well as case studies of the companies they invested in.

Past performance is not an indicator of future performance.

Read the Multi-Asset Sustainable Fund Impact report [PDF, 2.1MB]

Things to consider

You should bear in mind that tax rules can change and their benefit to you will depend on your circumstances. We don’t provide tax advice.

Ready to talk?

To help us put you in touch with the right team and the right services, we have two questions to ask you.

Do you live in the UK?
Do you have £5 million or more in investable assets?
Do you have £500,000 or more in investable assets?

Please choose the following link and provide your details or speak with one of our Wealth Management Client Services team on 0800 279 4893*

*Opening hours: Monday to Friday, 09:00 to 17:00 (excluding UK bank holidays).

Calls to 0800 numbers are free if made from a UK landline and international calls are charged at local rate, mobile costs may vary – please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes.

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We have a self-directed investment offering which may be of interest

This service does not provide any personal advice. If you're not sure about the suitability of investments for you, seek independent advice.

Remember, investments can fall as well as rise in value – you may get back less than you invest.

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