Barclays Wealth Global Markets 4 B Acc

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Quick Stats

Bid Price - Offer Price -
Mid Price GBX 172.90 Day Change GBX 0.00 (0.00%)
Price Date 20 Feb 2020 Crown Rating 4
Shares Class Inc. Yield 0.40 %
Total Expense Ratio 1.56 Fund Size 31,900,000.00
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 NORTH AMERICA IDX (IE) 18.20%
ISHARES US INDEX (IE) FLEX DIS 15.60%
ISHARES EMERGMKTS IDX (IE) FLE 13.80%
ISHARES JPMORGAN EM LCL GOVT B 7.90%
ISHARES EUROPE EX-UK IDX (IE) 7.30%
ISHARES GLOBAL HY CORP BD ETF 6.40%
ISHARES JAPAN INDEX (IE) FLEX 3.60%
ISHARES € GOVT BOND 1-3YR ETF 3.60%
ISHARES EM MKTS GOVT BD IDX (L 3.50%
ISHARES $ TREASURY BD 1-3Y ETF 3.10%

Asset Breakdown

Name Weight
Global Developed Equities 53.50%
Global Developed Markets Gover 2.00%
Global Emerging Market Equitie 15.10%
Global High Yield Fixed Intere 17.80%
Global Investment Grade Fixed 4.00%
Money Market 7.80%

Region Breakdown

Name Weight
Brazil 0.69%
Canada 1.09%
China 6.55%
France 4.32%
Germany 3.27%
Indonesia 0.72%
Italy 1.10%
Japan 5.66%
Korea 2.26%
Mexico 0.74%
Money Market 7.80%
Others 24.77%
Spain 0.77%
Switzerland 2.03%
Taiwan 2.31%
UK 3.88%
USA 32.22%

Sector Breakdown

Name Weight
Asset/Mortgage-Backed Securiti 0.32%
Basic Materials 4.39%
Communications 7.20%
Consumer Staples 5.77%
Cyclical Consumer Goods 8.20%
Energy 4.70%
Financial Services 14.48%
Government Bonds 9.84%
Health Care 6.91%
Industrials 7.50%
Money Market 14.25%
Others 6.98%
Technology 9.67%