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Two young children sitting at a desk using a laptop

Launching Wealth and investment management's charity fund

Barclays has today announced the launch of a fund which will help clients in the charity sector generate a sustainable income to meet their spending needs over the long-term.

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Our charity clients want a focused, responsibly invested, tax-efficient portfolio packaged in the simplest, and most efficient and cost effective manner possible.
Edward Kirwan, Head of Discretionary Portfolio Management

The fund will benefit from Barclays’ global investment capabilities and will enable charities to maximise returns by investing across nine different asset classes.

The fund has an ethical investment strategy: it will not have direct exposure to companies that generate more than a small proportion of their turnover from tobacco, arms, pornography and gambling.

Edward Kirwan, Head of Discretionary Portfolio Management, Charities, Wealth and Investment Management, said:

“Our charity clients want a focused, responsibly invested, tax-efficient portfolio packaged in the simplest, and most efficient and cost effective manner possible. The Barclays Charity Fund has been developed as a result of our considerable experience supporting these clients.

“Aimed at long term investors, with a time horizon of ten years plus, the fund seeks to provide a sustainable level of income, together with the prospect of both growth in capital and income through investment in a diversified portfolio of assets, although subject to investment risk.”

 

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