Barclays Wealth

Barclays Wealth Global Beta

Barclays Wealth has pioneered an innovative structure that offers you a globally diversified portfolio of exchange traded funds (ETFs) in a fund-of-funds structure. Barclays Wealth Global Beta aims to provide consistent and reliable long-term returns whilst keeping your costs low.

Global Beta invests into ETFs which, like index funds, represent portfolios of securities that aim to match the performance of particular indices. You have the choice of five investment strategies, each using a different blend of asset classes to match your needs. Each of these strategies is available in three currencies, sterling, US dollar and euro.

And there are lots of other reasons why Global Beta might be attractive, but please note that Global Beta portfolios may not be suitable for everyone, these are medium to long term investments, that is five years or more:

1. A fully implemented solution: Decisions as to which asset classes and ETFs to invest in are taken for you, in line with your risk profile and objective.
2. Lower costs: ETFs can offer significant cost advantages over actively managed funds because of, for example, lower trading and research costs.
3. Transparency: ETFs have transparent portfolio holdings so investors know exactly where their money is invested.
4. Superior diversification: Multi-asset portfolios include non-traditional asset classes such as emerging markets in keeping with your risk profile.
5. Efficient investment strategies: Quantitative modelling helps create optimised portfolios, designed to maximise potential return for a given level of risk.
6. Smoother investment returns: ETFs seek to replicate an index rather than seeking to beat the market, allaying concerns of potential underperformance against the market. Please note that in closely tracking the performance of a variety of indices and, as such their value and any income from them can go down as well as up and you might not get back what you originally invested.
7. Dedicated professionals: We have dedicated teams focusing on asset allocation and implementation.
8. Dynamic asset allocation: Mix of assets adjusted to reflect the Barclays Wealth view on investment markets for additional return potential.
9. Tax efficient: Investments bought and sold within your portfolio with no capital gains tax, though you need to bear in mind that tax rules can change and that the benefit to individuals depends on individual’s circumstances.
10. Simplified paperwork: Investment into multiple ETFs, but consolidated reporting and income.

Download our brochure to learn more about the Barclays Wealth Global Beta.

Find out more about Barclays Wealth Global Beta

To find out more about the benefits of investing with Barclays Wealth, please contact us and we'll be in touch as soon as possible.

Existing investors in Barclays Wealth Global Beta can see details of the funds in which they are investing by visiting our dedicated funds website. Please click here to access the Barclays Investments website.

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