Barclays Multi-Asset Balanced Income A Dis GBP

Category GBP Allocation 20-40% Equity


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Last buy/sell price

109.50p

arrow-down-0.10p (-0.09%)

Fund Code

B57RVD8

GB00B57RVD88

Prices updated as at 04 Nov 2024
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Prices in GBX

Investment objective
The Fund seeks to provide income and capital growth, with a focus on income, over the long term (a period of at least 5 years). The Fund is classified as ‘Balanced’ or risk profile 3 in the Barclays Multi-Asset fund range (which includes Funds with risk profiles from 1 to 5). This means its overall exposure to equity securities (shares of companies and other equity related investments) will be between 30% and 70% of its assets. The Investment Manager intends to select assets which have a focus on generating income, whilst investing in line with risk profile 3. The Fund invests at least 70% of its assets in other funds (“Second Schemes”). These can be passively managed or actively managed (funds whose manager uses its expertise to select investments) and can include exchange traded funds (funds listed and traded on a stock exchange). They may include funds managed by the ACD and Barclays Group (and any associates).

Annual charges

Product charges
1.96
0.01
No
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-
-
Minimum investment-

Documents

Document nameDate postedDownload
Annual Reports 27 Feb 2024pdf
Annual Short Report 27 Feb 2024pdf
Key Information Document / Technical Guide 31 Jan 2024pdf
Interim Short Report 31 Dec 2023pdf
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