Barclays Wealth Global Markets 4 B Acc

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Quick Stats

Bid Price - Offer Price -
Mid Price GBX 165.60 Day Change GBX 0.00 (0.00%)
Price Date 16 Sep 2019 Crown Rating 5
Shares Class Inc. Yield 0.40 %
Total Expense Ratio 1.56 Fund Size 25,800,000.00
Launch Date 17/09/2010 Standard Initial Charge (%) 4.50
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.65 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 1.56
ISIN GB00B54S9M94 Min TopUp (£) 500.00
Ongoing Charge (%) 0.7500 Ongoing Charge Date 31/12/2018

Fund Objective

The Fund seeks to provide capital growth over the medium to long term.

Fund Managers

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

Fund Performance

Cumulative Performance

Discrete Performance

Top 10 Holdings

Name Weight
ISHARES CORE S&P 500 ETF USD A 18.60%
ISHARES NORTH AMERICA IDX (IE) 10.00%
ISHARES CORE MSCI EM IMI ETF U 8.80%
ISHARES GLOBAL HY CORP BD ETF 8.50%
ISHARES EMERGMKTS IDX (IE) FLE 6.20%
ISHARES US INDEX (IE) FLEX DIS 6.20%
ISHARES CORE EURO STOXX 50 ETF 6.10%
ISHARES $ TREASURY BD 1-3Y ETF 5.10%
ISHARES JPMORGAN EM LCL GOVT B 5.00%
ISHARES EM MKTS GOVT BD IDX (L 3.50%

Asset Breakdown

Name Weight
Global Developed Equities 51.60%
Global Developed Markets Gover 2.00%
Global Emerging Market Equitie 17.00%
Global High Yield Fixed Intere 16.90%
Global Investment Grade Fixed 4.00%
Money Market 8.50%

Region Breakdown

Name Weight
China 5.48%
France 4.62%
Germany 3.42%
India 1.78%
Indonesia 0.46%
Italy 1.18%
Japan 4.60%
Korea 2.55%
Mexico 0.47%
Money Market 8.50%
Netherlands 0.60%
Others 19.02%
Spain 0.65%
Taiwan 2.14%
UK 4.93%
USA 39.60%

Sector Breakdown

Name Weight
Basic Materials 4.41%
Communications 3.82%
Consumer Staples 5.71%
Cyclical Consumer Goods 9.34%
Energy 4.77%
Financial Services 14.40%
Government Bonds 11.42%
Health Care 6.57%
Industrials 7.28%
Money Market 11.59%
Others 7.76%
Technology 12.93%