Barclays Adventurous Growth Portfol
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 2.45 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 2.45 |
Cumulative Performance
Discrete Performance
Fund Size | 47,700,000.00 | Launch Date | 26/01/2005 | Standard Initial Charge (%) | 2.50 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.25 |
Sector | IMA UK Equity Income | Min Investment (£) | 250,000.00 | Total Expense Ratio (%) | 2.45 |
ISIN | GB00B1BQ7Q82 | Min Topup (£) | 0.00 |
The investment objective is to provide long term capital growth. The Trust aims to invest in a wide range of regulated collective investment schemes and will pursue an active asset allocation policy across all countries, currencies and sector representations which may, from time to time, lead to high asset allocations to individual markets or asset types.
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.
Name | Weight |
---|---|
Alternative Investment Strateg | 1.90% |
Commodity & Energy | 3.70% |
Global Developed Equities | 57.70% |
Global Emerging Market Equitie | 22.10% |
Global High Yield Fixed Intere | 5.70% |
Global Investment Grade Fixed | 0.80% |
Money Market | 1.20% |
Property Shares | 6.90% |
Name | Weight |
---|---|
Brazil | 0.15% |
Canada | 0.27% |
China | 4.46% |
Colombia | 0.12% |
France | 2.03% |
Germany | 1.96% |
India | 1.79% |
Indonesia | 0.16% |
Japan | 3.45% |
Korea | 2.98% |
Mexico | 0.19% |
Money Market | 1.20% |
Not Specified | 12.50% |
Others | 15.80% |
Russia | 0.12% |
South Africa | 0.13% |
Taiwan | 2.19% |
UK | 23.28% |
USA | 27.24% |
Name | Weight |
---|---|
Alternative Investment Strateg | 1.90% |
Basic Materials | 4.71% |
Commodity & Energy | 3.70% |
Consumer Staples | 7.10% |
Cyclical Consumer Goods | 10.40% |
Energy | 5.38% |
Financial Services | 15.19% |
Foreign Exchange | 1.33% |
Government Bonds | 2.25% |
Health Care | 4.82% |
Industrials | 9.67% |
Money Market | 1.84% |
Others | 5.45% |
Real Estate | 15.00% |
Technology | 10.99% |
Telecommunications Utilities | 0.27% |
Name | Weight |
---|---|
BARCLAYS GLOBALACCESS EMERGING | 16.30% |
GLOBALACCESS GLOBAL PROPERTY S | 6.90% |
BARCLAYS GLOBALACCESS EUROPE ( | 6.80% |
BARCLAYS WEALTH GLOBALACCESS U | 6.40% |
BARCLAYS WEALTH GLOBALACCESS P | 5.40% |
GLOBALACCESS US SMALL & MID CA | 4.40% |
LYXOR RUSSELL 1000 GROWT | 4.30% |
GLOBALACCESS GLOBAL HIGH YIELD | 4.00% |
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.