Barclays Wealth Global Mkts 3 R Acc GBP
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Specific investment expertise
| Basic | Yes |
| Experienced | Yes |
| Advanced | Yes |
Investor type
| Retail | Yes |
| Professional | Yes |
| Eligible counterparty | Yes |
Primary objective
| Preservation | No |
| Growth | Yes |
| Income | Yes |
| Hedging | No |
| Option or leveraged | No |
| Other | Neutral |
| Recommended holding period (yr) | L |
| Leverage flag | No |
| MIFID instrument | UCITS |
Capital loss
| None | No |
| Limited | No |
| Level | - |
| No guarantee | Yes |
| Beyond initial | Yes |
Distribution channel
| Execution only | Both (Retail and Professional) |
| Execution with appropriateness test or non advised services | Both (Retail and Professional) |
| Portfolio management | Both (Retail and Professional) |
| Investment advice | Both (Retail and Professional) |
Risk tolerance
| SRRI (UCITS) | 4 |
| SRI (non UCITS) | - |
| Risk tolerance | - |
Fair Value Assessment
| Estimated Transaction Costs | - |
| Estimated Transaction Costs Date | - |
| Actual Transaction Costs | - |
| Actual Transaction Costs Date | - |
| Actual Transaction Costs Calculation Date | - |
| Assessment Value Review Date | 27-06-2023 |
| Fair value assessment completed | Yes |
| Is Assessment of Value Required Under COLL | Yes |
| Outcome Of COLL Assessment Of Value | Charges are justified based on assessment and any action taken or, where the first assessment is not yet due, based on initial product design |
| Outcome Of PRIN Value Assessment Or Review | - |
| Other Review Related To Value And Or Changes | - |
| Further Information On Value For Money | For more information on the outcomes of our Assessment of Value, please visit www.barclaysinvestments.com. You will be prompted to select your Market and your Investor Type and accept the Terms and Conditions. Next, you will be required to search for the Fund by name, SEDOL, or ISIN. Lastly, click on the Fund name and navigate to the Documents tab where you will find the latest Assessment of Value report. |
| Assessment Review Value Next Date | 27-06-2024 |