Introducing Barclays iInvest
Barclays iInvest is our new international investment service offering a choice of products covering diverse global markets and asset classes. We will work with you to understand your appetite for risk and design an investment solution to help you meet your financial goals. Products available through Barclays iInvest include Exchange Traded Funds, managed equity and fixed income funds and structured products.
You should bear in mind that investments are designed to be held for the medium to long term – typically 3 years and above and in some cases in excess of five years. Investment values can fall as well as rise. You may get back less than you invested.
How to apply
Barclays iInvest is available to clients who have £50,000 or more to invest (or currency equivalent).
Call +44 (0)141 352 3902†
A global range of investments to choose from
Barclays iInvest makes it easier to create a diversified investment portfolio. You’ll have access to an extensive range of investment products, giving you exposure to a wide variety of asset classes (such as equities and bonds) and geographical markets. And you’ll be able to hold sterling, US dollar and euro investments together in a single account.
You should bear in mind that investments are designed to be held for the medium to long term – typically three to five years. Investment values can fall as well as rise. You may get back less than invested.
Investments you can choose from with Barclays iInvest
With Barclays iInvest you benefit from access to a wide range of expert investment products such as:
- Global Beta – offers you a choice of five globally diversified exchange traded funds (ETFs). An ETF represents a portfolio of shares that aim to match the performance of a particular market index. Find out more about Global Beta
- Multi-Manager – you can choose between five actively managed portfolios each designed to meet a range of investor preferences. The portfolios are actively managed on an ongoing basis by a team of dedicated investment professionals. Find out more about Multi-Manager
- GlobalAccess funds – a range of equity and fixed income funds that harness the expertise of some of the world’s leading investment managers, some of which are not normally available to individual investors. The aim is to generate consistent returns while restricting volatility. Find out more about GlobalAccess funds
- Structured products– investments that are linked to the performance of a selected market index, shares or commodity, usually over a fixed term. In some cases you get back your capital at their maturity; in other cases this depends on the performance of the index or other link. Within this category, structured notes offer extra flexibility in that they can be traded before they mature, but you may get back less than invested. They are issued by leading financial institutions. You must bear in mind that if these institutions become insolvent, you will get back less than is due to you or nothing at all. Find out more about structured products
It is important to remember that investments may fall in value so you may get back less than you invested.
Why choose Barclays iInvest?
Barclays iInvest could offer you the potential for:
- achieving your long-term financial goals
- higher returns compared to traditional cash savings, particularly if you include holdings in more dynamic international markets albeit with high risk
- managing risk by spreading your money across a variety of investments
- fighting the effects that higher inflation and subdued interest rates may have on your cash holdings.
An easy-to-manage portfolio benefiting from our expertise
You’ll receive statements detailing your entire Barclays iInvest portfolio*, including a consolidated tax position, every six months and after each transaction on your account.
And you have the reassurance of knowing that your investments are with the UK’s leading wealth manager‡. As part of the Barclays Group, Barclays benefits from an understanding of investors’ needs that has been built up over the past 300 years, to become one of the world’s largest and most respected financial institutions.
Find out more today
Barclays iInvest is available to clients who have £50,000 or more to invest (or currency equivalent).
Call +44 (0)141 352 3902† to speak to one of our experts about Barclays iInvest.
If you are already a Barclays International Banking client, you may prefer to ask your Relationship Manager about Barclays iInvest.
Download the Barclays iInvest brochure
Barclays does not provide legal or tax advice, but we can introduce you to our preferred tax advisers, Ernst & Young.
*Structured deposits are reported on a separate statement.
† Lines are open 24 hours a day, 7 days a week except for 25 December when the lines are closed. Call costs may vary - please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes.
‡In July 2011 Barclays was named largest Private Client Asset Manager by Private Asset Managers (PAM), with £51,430m assets under management (AUM) held in the UK (total global client AUM was £164bn as at 31 December 2011).
The products and services described on this page are provided by the following companies, which are part of Barclays: Barclays Bank PLC in London and Barclays Private Clients International Limited in the Isle of Man, Jersey and Guernsey. For further Information on these companies and Barclays please read the Important Information.
Products and services on this site may not be available in certain jurisdictions. In particular, these products and services are not being offered in Japan or the United States or to US residents. For full details of exclusions and disclaimers please see the Important Information before proceeding. Each Barclays company reserves the right to make a final determination on whether or not you are eligible for any particular product or service.
