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Barclays Wealth Global Mkts 4 R Acc GBP

Mixed Investment 40-85% Shares
Price: 228.00p|Change: 1.20 (-0.52%)

Pricing frequency 

Daily


Dealing cut off time 

11:00


Type 

OEIC


Yield 

1.99%


NAV 

228.00p


Ongoing charge 

0.45%


Latest actual NAV date 

15-03-2024


ISIN 

GB00B4ZFH287


UCITS 

Yes


This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Investor Information Document (KIID)

Performance 29/02/2024

1D | 1M | 3M | 1Y | 3Y ann | 5Y ann | 10Y ann


Total return (%)
Fund- 0.52
Category-
More...

Investment objective

The Fund seeks to provide capital growth and income over the long term (a period of at least 5 years). The Fund is classified as risk profile 4 in the range (which includes Funds with risk profiles from 1 to 5). Its overall exposure to equity securities (shares of companies and other equity related investments) will be between 45% and 85% of its assets. The Fund invests at least 70% of its assets in other funds (“Second Schemes”). These will be passively managed (funds that reflect the performance of an index) and can include exchange traded funds (funds listed and traded on a stock exchange).

Morningstar ratingTM


Morningstar sustainability ratingTM


AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.

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