Barclays Wealth Global Markets 2 R Dis GBP
| Shares Class | Inc. |
|---|---|
| Yield | 1.10 |
| Total Expense Ratio | 0.99 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 1.10 |
| Total Expense Ratio | 0.99 |
Cumulative Performance
Discrete Performance
| Fund Size | 35,700,000.00 | Launch Date | 17/09/2010 | Standard Initial Charge (%) | 2.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.35 |
| Sector | IMA UK Equity Income | Min Investment (£) | 500.00 | Total Expense Ratio (%) | 0.99 |
| ISIN | GB00B51RWR53 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 0.4500 (on 31/12/2019) |
The Fund seeks to provide capital growth and income over the long term (a period of at least 5 years).
Ian Aylward
Ian joined Barclays in 2016 as Head of Manager and Fund Selection. He leads a team of twelve covering long only equity and fixed income managers in addition to liquid alternatives managers. The team oversees mandates with over 70 third party fund managers and a universe of approved external funds comprising over 100 UCITS. The team also manages a wide range of multi-asset class and single-asset class multi-manager portfolios. In total they are responsible for selecting over £15bn in assets with external managers. Ian started his career as a UK equity fund manager with the CIS and then Rothschild Asset Management before moving into the manager analysis industry. He spent almost a decade with Old Mutual Wealth where he covered a range of asset classes over time, most latterly alternatives, and managed several top performing fund-of-funds. He then moved to Aviva Investors six years before joining Barclays. At Aviva Investors, Ian led the manager research team, delivering recommendations for the group globally as well as managing a number of successful multi-manager products. Other industry positions over the recent years have included being a member of the Investment Association’s Sector Classification Committee and a Trustee Director of the Aviva Staff Pension Scheme. Ian has worked overseas on several occasions including a year in each of the Channel Islands and Australia. He has an MSc from Warwick University in Economics and Finance and a degree in Economics. He is also a member of both the CFA Institute and the CAIA.
Rob Mansell
| Name | Weight |
|---|---|
| Global Developed Equities | 27.00% |
| Global Developed Markets Gover | 6.00% |
| Global Emerging Market Equitie | 7.00% |
| Global High Yield Fixed Intere | 14.00% |
| Global Investment Grade Fixed | 11.00% |
| Money Market | 32.00% |
| Name | Weight |
|---|---|
| China | 3.00% |
| France | 4.00% |
| Germany | 4.00% |
| India | 0.00% |
| Italy | 3.00% |
| Japan | 3.00% |
| Korea | 0.00% |
| Mexico | 0.00% |
| Money Market | 32.00% |
| Others | 11.00% |
| Spain | 1.00% |
| Taiwan | 0.00% |
| UK | 2.00% |
| USA | 32.00% |
| Name | Weight |
|---|---|
| Basic Materials | 1.00% |
| Communications | 4.00% |
| Consumer Staples | 3.00% |
| Cyclical Consumer Goods | 5.00% |
| Energy | 1.00% |
| Financial Services | 7.00% |
| Government Agency Bonds | 0.00% |
| Government Bonds | 23.00% |
| Health Care | 3.00% |
| Industrials | 4.00% |
| Money Market | 32.00% |
| Others | 4.00% |
| Technology | 7.00% |
| Name | Weight |
|---|---|
| ISHARES GOVT BOND 1-3YR ETF | 15.00% |
| ISHARES $ TREASURY BD 1-3Y ETF | 14.00% |
| ISHARES NORTH AMERICA IDX (IE) | 12.00% |
| ISHARES CORE S&P 500 ETF USD A | 6.00% |
| ISHARES GLOBAL HY CORP BD ETF | 6.00% |
| ISHARES US CORP BD IDX (IE) FL | 6.00% |
| ISHARES EM MKTS GOVT BD IDX (L | 5.00% |
| ISHARES EMERGMKTS IDX (IE) FLE | 5.00% |
| ISHARES GLOBAL GOVT BOND ETF U | 3.00% |
| ISHARES JPMORGAN EM LCL GOVT B | 3.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.