Unlocking exciting support for your long-term financial plans
Our Wealth Multi-Asset Funds are available in five different profiles, designed to suit a range of client risk appetites and investment objectives.
They appeal to investors of all experiences, and especially to those who prefer to delegate the investment decision-making and day-to-day activity to professionals.
On our clients’ behalf, we select some of the best third-party fund managers from around the world. This selection and monitoring process is based on whom we think can help us to preserve and grow your wealth in a robust and responsible way.
The value of investments can fall as well as rise. You may get back less than you originally invested.
The Wealth Multi-Asset Funds benefit from the strength and stability of the Barclays Group – one of world’s leading global financial organisations, with deep and long-standing investment management expertise.
Our size and global reach provides a level of exclusivity: of the 40+ managers on our panel, around 40% of them do not an available UCITS fund.1
We also use our scale to negotiate favourable fees whenever possible.
We use a robust risk management framework, reinforced through ongoing monitoring, to ensure that key risks are managed proactively and reactively.
We employ a truly global focus, selecting first-tier managers from around the world, without being restricted by local bias or our own in-house products.
With our Wealth Multi-Asset Funds, capital gains kick in only when you decide to sell units in the fund – unlike in a mandate structure (for example, in a discretionary managed portfolio) where capital gains are driven by the manager’s decision to sell.
Your designated Wealth Manager is on hand to offer ongoing advice, support, and reviews so that your investments can evolve in line with your objectives and circumstances.
We provide detailed reporting on our funds that includes managers’ performance, as well as visibility on the companies in which they invest. We also publish regular market commentary and insights, including articles and podcasts.
This is not advice or a recommendation to select any of these funds, nor are we suggesting these funds are the best solution to providing the kind of returns that we describe.
Before making any decisions, you should speak to your Wealth Manager about alternatives that could meet your needs.
Bear in mind that tax rules can change and their benefit to you will depend on your circumstances. We don’t offer tax advice.
