The Barclays Funds List
What’s the Barclays Funds List?
The Barclays Funds List is one of many filtering options we offer to help you narrow down the wide range of funds available for you to invest in.
Selected by Barclays’ investment specialists, it is a list of funds that have built solid reputations and established sound investment processes. Based on our research, they could be more likely to generate consistent returns than their peers in the medium to long term, although equally, they may not do this, and you could get back less than you invest.
This isn’t an exhaustive list – there are plenty of other funds that may actually be more suitable for your portfolio. We’re not recommending any of these funds – it’s up to you to decide which, if any of them are right for you. It’s important to fully understand what you’re investing in, so if you’re not sure about anything, please seek professional advice.
How do we select funds for the list?
Based on our research our list features funds that may offer the greatest potential for consistent returns in the medium to long term, covering a variety of sectors, assets and global markets. Remember, however, that there are no guarantees that they will provide consistent returns, and like any investment, their value can fall as well as rise. We've used the same process to select the funds for a number of years. One of the key criteria that we assess is the relationship between risk and return. What this means is we compare the amount of risk the fund manager has taken to achieve the expected returns. We also analyse the consistency of the fund manager's approach, past returns and the experience of the rest of the fund's investment team.
Once we feel that a fund meets our high standards, we start the next stage of the process which involves extensive due diligence. Then our team of investment professionals comes to a joint decision about whether or not the fund deserves to be included in the list. This helps us make sure our decisions are consistent and free from individual bias.
How do you choose the right fund?
When choosing a fund, consider whether it will help you achieve your investment goals and if you feel comfortable with the level of risk. You can search the list by sector or sort it by key metrics such as previous performance, ongoing charges or Crown Rating (a measure of past performance developed by independent rating agency FE). You should also read through the fund factsheets and Key Investor Information Documents (KIIDs).
Don't forget, past performance is not a guarantee of future results.