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Fund Name(s):
  • Barclays Multi-Asset Sustainable Fund
Fund Name SRI Style Product Region Asset Type Launch Date
Barclays Multi-Asset Sustainable Fund ESG Plus OEIC/Unit Trust Global Mixed Asset 22/08/2017

As at: 31/12/22

Overview

No response when requested information from fund manager (August 2023)

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Fund information

Policy

Overview

The Barclays Multi-Asset Sustainable Fund (MASF) is an innovative product that seeks to achieve long-term financial returns alongside a societal and environmental impact. It aims to tackle social and environmental challenges globally by selecting impact and sustainable fund managers that invest in companies and organisations which, through their
practices, products or services make a positive contribution to our world.

The Barclays Multi-Asset Sustainable Fund (MASF) offers investors of any capital size a simple, sophisticated and single-access way of gaining exposure to leading impact
and sustainable funds and investments.

The MASF invests primarily in specialist third-party equity and fixed income funds which have been researched and chosen by Barclays’ experienced in house Manager and Fund Selection Team.

The Barclays Multi-Asset Sustainable Fund aims to provide capital growth and income over the long term (a period of at least 5 years).

The Fund invests in other funds, offering investors a simple ‘one stop shop’ to invest in leading sustainable and impact funds. Rather than invest directly into individual companies, our experienced in-house selection team choose funds that they believe are amongst the best in their class. Funds are identified based on both their potential for strong financial returns as well as being assessed in terms of key environmental, social and governance (ESG) outcomes.

Many of the underlying companies in the Barclays Multi-Asset Sustainable Fund focus on tackling some of today’s biggest social and environmental challenges. These companies may invest in accordance with a number of themes such as: Clean Energy, Knowledge and Innovation, Sustainable Transport, Improved Wellbeing and Water Management.

Past performance of the fund is not a reliable indicator of its future performance.

(Source: Barclays, as at January 2024)

 

Process

Resources, Affiliations & Corporate Strategies

Literature

Last amended: 04/01/24 07:21

Important information

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05/03/2024