Our Active Diversified Funds are offered through Barclays MultiManager.
Investing through Barclays MultiManager gives you access to some of the world's finest investment managers in a single fund. By identifying investment managers with different talents and strengths, we provide you with superior diversification with the aim of offering more consistent investment returns.
With more than £7 billion under management, Barclays MultiManager is one of the largest multi-manager providers in the UK. Our size allows us to negotiate better terms with investment managers and also give you access to managers not normally available to individual investors.
Barclays MultiManager comprises five risk-profiled portfolios, which are globally diversified across both equity and fixed income markets and the MultiManager Bond portfolio that invests in global bonds. Each of these strategies is available in three currencies, sterling, US dollar and euro.
When selecting investment managers, our analysts follow a consistent, rigorous investment process. A vast universe of asset managers globally is first screened using advanced quantitative screening technology. Shortlisted managers are then assessed with particular focus on the strengths of the overall firm, the quality of the investment team, the rigour and transparency of the investment process and the portfolio construction. Particular attention is paid to the quality and consistency of the performance track record. Critically, we do not partner with investment managers if the drivers of performance are not clear.
The fund research team applies particular care in blending various managers into a fund. Typically, every manager has a different style, which allows, at the aggregate level, better diversification of returns with the aim of more consistency and less volatility. All of our funds are continuously monitored to ensure adherence to strict performance criteria, involving detailed and lengthy on-site due diligence of portfolio managers and all key personnel responsible for running the funds.
And there are lots of other reasons why MultiManager might be attractive:
- A fully implemented solution: Decisions as to which investment managers and assets to invest in are taken for you, in line with your risk profile and objective.
- Superior diversification: Multi-asset portfolios include non-traditional asset classes, such as emerging markets, in keeping with your risk profile.
- Efficient investment strategies: Quantitative modelling helps create optimised portfolios, designed to maximise potential return for a given level of risk.
- Best in class investment managers: Your portfolio will include some of the world's leading investment managers, including managers not normally available to individuals.
- Smoother investment returns: A blending of managers of different styles and approaches aims to generate smoother returns.
- A dynamic manager line-up: We closely monitor managers and will make changes when we believe they are in your best interests.
- Dedicated professionals: In addition to selecting and monitoring investment managers, we have dedicated teams focusing on asset allocation and implementation.
- Dynamic asset allocation: Mix of assets adjusted to reflect the Barclays view on investment markets for additional return potential.
- Currency hedging: All portfolios are currency hedged back into their base currency.
- 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 their benefit to individuals depends on those individuals' circumstances.
Important Information and Risks
Past performance is not a guide to future returns.
The value of investments and any income from them is not guaranteed and may fall as well as rise. You may lose some or all of your investment.
Investing in funds should be considered for the medium to long term, that is, five years or longer.
Where funds invest in emerging markets (which are generally less well-regulated than the UK) there is an increased chance of political and economic instability and these markets can be less liquid.
Where funds invest in securities denominated in multiple currencies, the value of investments and any income from them may therefore decrease or increase as a result of changes in exchange rates between currencies.
Funds investing in fixed income securities are sensitive to changes in interest rates. An increase in interest rates will generally reduce the value of fixed-income securities, while a decline in interest rates will generally increase the value of fixed-income securities.
For fund specific key risks, please refer to the relevant Key Investor Information Document (KIID) or Simplified Prospectus.