Fixed income funds
Fixed income or bond funds are mutual funds that invest primarily in bonds or other debt securities. They can be a good way to balance out your portfolio, because bond markets typically behave differently from the stock, or equity, markets.
By diversifying between the two, your risk profile goes down significantly. As their name suggests, fixed income funds also create regular income - something that may be important if you are in or close to retirement. Nevertheless, they, and the income from them, can fall as well as rise in value. These funds are generally only suitable for medium to long term investment, say, at least five years.
Our range of fixed income funds cover an array of sub-asset classes and risk tolerances, including:
- UK gilt funds
- Emerging market debt funds
- Leveraged loan funds
- Corporate bond funds
- High yield offerings
These funds are available in a range of structures as
- Unit trusts
- Luxembourg SICAVs
- Open ended investment companies (OEICs)
...and in different domiciles, such as UK, Dublin or Luxembourg Channel Islands and others.
Rigorous selection criteria and ongoing monitoring are integral to fund performance. At Barclays, the majority of our analysis of fixed income funds is done on a total return basis, and therefore includes both capital appreciation and income as part of the performance measurement.
We also look for funds which exhibit sustainable performance over the medium and longer-term. The impact of currency exposure can be significant, especially in global portfolios, so we also take this into account in our analysis.
Find out more about fixed income funds
To find out more about the benefits of investing with Barclays, please contact us and we'll be in touch as soon as possible.
Legal information
The products and services described on this page are provided by the following companies, which are part of Barclays: Barclays Stockbrokers Limited in England & Wales, Barclays Sharedealing Limited in England & Wales, Barclays Bank Trust Company in England & Wales, Barclays Private Bank & Trust Limited in Jersey, Barclays Private Bank & Trust (Cayman) Limited in Cayman Islands, Barclays Private Bank & Trust (Isle of Man) Ltd in Isle of Man, Barclays Bank (Suisse) SA in Switzerland, Gerrard Financial Planning Limited in England & Wales, Gerrard Investment Management Limited in England & Wales, Barclays Bank PLC in England & Wales, Barclays Private Asset Management (Monaco) SAM in Monaco, Barclays Private Clients International Limited in Isle of Man, Barclays Group Representative Office (Nigeria) Limited in Nigeria, Woolwich Plan Managers Limited in England & Wales, Barclays International Funds Group Limited in Jersey, Barclays International Fund Managers Limited in Jersey. For further information on these companies and Barclays please read the Important Information. Each Barclays company reserves the right to make a final determination on whether or not you are eligible for any particular product or service.
