Barclays Wealth Global Beta
An indexed approach to global market exposure
Global Beta offers a range of globally diversified portfolios that invest in exchange traded funds (ETFs). ETFs are index-tracking investment funds traded on global stock exchanges.
- A choice of five portfolios - available in three currencies, GBP, EUR and USD - to suit your investment objectives
- An optimised global strategic asset allocation policy with application of a tactical 'overlay'
- Global Beta utilises award-winning iShares to create globally diversified portfolios across a range of asset classes
- Tax-efficient fund structure allows for asset allocation changes in the portfolio without tax impacts
- All portfolios are currency-hedged back into their base currency
- Competitive charges, with lower annual management charges than comparable active management; minimum investment of £25,000
- Full transparency of underlying holdings
- Available to residents in the United Kingdom, Jersey, Guernsey, Isle of Man, Gibraltar, Luxembourg, Spain and France.
Please note: Global Beta portfolios may not be suitable for everyone. They closely track the performance of a variety of indices and, as such, their value can go down as well as up, and you may get back less than you invested.
Download our brochure to learn more about the Barclays Wealth Global Beta.
