Barclays Wealth

Traditional funds

Traditional funds are mutual funds that cover the full range of equities, fixed income and commodity securities from major markets around the world. They provide a foundation for your portfolio because a wide range of different funds can be easily blended to ensure diversification and reflect your particular financial goals.

Traditional funds are also a good investment vehicle if you don't want to manage your own investments directly, or if you want to benefit from the experience of seasoned investment professionals who manage the funds. The size and scale of Barclays Wealth means that we have access to some of the best managers and funds around the world. All of our traditional funds are continually monitored to ensure adherence to strict performance criteria, including detailed and lengthy on-site research with portfolio managers and all key personnel involved in running the funds. As with all investment, these can fall in value as well as rise.

Our traditional funds include:

• Equity funds
  Invest in the major stock markets of the developed and developing world, including London, Frankfurt, New York, Hong Kong, Tokyo, Australia, Brazil, China and South East of Asia.
• Fixed income funds
  Also known as bond funds, these investments offer you a regular income and a chance to diversify your portfolio.
• Sector funds
  Invest in companies that operate in a particular industry or sector. This category will also include Commodity funds investing in physical commodities, futures or commodity related companies.
• Money market funds
  Suited to shorter-term investment, these low risk funds can offer you higher interest rates than savings accounts albeit with some risk to your capital.
• iShares
  Our exchange traded funds (ETFs) offer the portfolio diversification of a fund with the liquidity of a share.

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