Latest Investment Fund News

Jupiter launches new fund

James Caldwell / 03 May 2012

Jupiter have launched a new fund with a focus on capital growth and low volatility. The Jupiter Strategic Reserve Fund is to be managed by the highly regarded investment multi asset team of Mile Gel... Read more

2012 ISA Ideas

David Hughes / 20 February 2012

With the ISA season well and truly upon us, now is the time to consider all of the options available. We therefore give you a detailed round-up of our selection of the best that the market has to of... Read more

Cautious Managed Funds Dominate Fund Supermarket Sales

David Hughes / 06 February 2012

Cautious Managed funds maintained their stronghold on the investment funds market last month, accounting for over 52 per cent of net sales according to the latest sales trends figures from Cofunds, ... Read more

ETFs

Similar to a conventional investment or mutual fund, Exchange Traded Funds – ETFs – invest in a variety of different assets, but are individually listed on a stock exchange (giving the name 'exchange traded').

You can invest in ETFs through the Fair Investment ISA and Investment Account, providing access to a comprehensive range of assets in different global markets. Exchange Traded Products that invest either directly or indirectly in commodities like gold or oil – called Exchange Traded Commodities (ETCs) – are also available through the Fair Investment ISA and Investment Account.ETFs and ETCs are classed as higher risk and will not be suitable for all investors.

Exchange Traded Fund Portfolios
Fund ManagerFundMore Info
Global Markets 1More Info >
Designed to generate a level of income and take a relatively low risk approach, the fund invests over 40 per cent of its assets in cash and government bonds, primarily through Exchange Traded Funds. The fund invests in corporate bonds and equities.
Global Markets 2More Info >
The Global Markets funds take on progressively higher risk from one upwards, with this fund investing more assets in developed market equities through Exchange Traded Funds, and weighted more towards the potential for growth as well as aiming to provide some income.
Global Markets 3More Info >
With greater exposure to developed market equities through Exchange Traded Funds, the fund takes on more risk. The fund aims to deliver capital growth in the medium to long term, and to a lesser extent provide income.
Global Markets 4More Info >
Taking on a greater level of risk, with higher potential volatility, much of the portfolio is invested in developed and emerging market equities, with the objective of providing medium to long-term capital growth.
Global Markets 5More Info >
The highest risk fund in the Global Markets range with greater potential volatility, this fund has the largest exposure to emerging market equities and high exposure to developed market equities, with an overall objective to provide capital growth over the medium to long term.

The value of investments and any return from them can fall as well as rise and you may not get back the full amount invested. Please ensure that you read the Important Risk Information below.

ETFs often aim to replicate the performance of a particular stock market index, while an ETC will track a commodity price index or may directly hold physical assets. ETFs and ETCs can include funds tracking the price of gold or the FTSE Xinhua China 25 index – consisting of large Chinese companies.

In the ISA and Investment Account, managed funds are also available from Barclays Wealth that invest in a variety of ETFs offering exposure to fixed interest assets, emerging markets, hedge funds and property.

 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.

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