Barclays Wealth Global Markets 4 R Acc GBP

Name
Barclays Wealth Global Markets 4 R Acc GBP
Manager
Barclays Wealth Investment Funds(UK)
Type
Open Ended Investment Company
ISIN
GB00B4ZFH287
Sector
Mixed Investment 40-85% Shares
Launched
17/09/2010
OCF
0.45 %
Risk Rating
3
3 Year Sharpe
1.02
Yield
2 %
Benchmark
N/A
The Fund seeks to provide capital growth over the medium to long term. The Fund invests primarily in a wide range of collective investment schemes including, but not restricted to, Exchange Traded Funds. Whilst the Fund will predominantly invest in growth orientated investments such as collective investment schemes that have exposure to equities and to a lesser extent, debt securities, it may pursue an active asset allocation policy across all countries, currencies and sectors which may, from time to time, lead to high asset allocations to individual markets or other asset types.
Holding %
iShares North America Idx (IE) Flex Dis$ 16.59 %
iShares Core S&P 500 ETF USD Acc 12.47 %
iShares Core MSCI EM IMI ETF USD Acc 9.74 %
iShares JPMorgan EM Lcl Govt Bd ETF$Dist 7.96 %
iShares Core EURO STOXX 50 ETF EUR Acc 6.54 %
iShares Global HY Corp Bd ETF USD Dist 6.46 %
iShares US Index (IE) Flex Dis USD 5.35 %
iShares EmergMkts Idx (IE) Flex Dis GBP 5.20 %
iShares € Govt Bond 1-3yr ETF EUR Dist 4.66 %
iShares $ Treasury Bd 1-3y ETF USD Dist 4.06 %
Region %
United States 46.04 %
Eurozone 11.97 %
Asia - Emerging 11.50 %
Asia - Developed 7.48 %
Japan 7.00 %
United Kingdom 5.02 %
Sector %
Financial Services 18.64 %
Technology 14.70 %
Consumer Cyclical 10.68 %
Industrials 10.34 %
Healthcare 9.99 %
Communication Services 9.36 %
Consumer Defensive 8.25 %
Energy 5.82 %
Basic materials 5.34 %
Name
Barclays Wealth Investment Funds(UK)
Address
United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Not Disclosed
Joined 09/17/2010

Data provided by Morningstar.

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