This site is for financial advisers only, Click here for the consumer site.

Share

Barclays Wealth Global Markets AMC change details

FUND Current AMC Current trail New AMC New trail

Barclays Wealth Global Markets 1

0.75 0.25 0.65 0.00

Barclays Wealth Global Markets 2

1.00 0.25 0.65 0.00

Barclays Wealth Global Markets 3

1.00 0.25 0.65 0.00

Barclays Wealth Global Markets 4

1.00 0.25 0.65 0.00

Barclays Wealth Global Markets 5

1.00 0.25 0.65 0.00

Barclays Wealth Global Markets 2

1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Fund Group Barclays Asset Management Limited
Fund Name Barclays Wealth Global Markets 2
Type of change AMC Change
Date effective from 1 August 2016
Is the event subject to shareholder approval? No
2. Change to charging structure  
Bundled Fund  
Previous AMC 1.00
New AMC 0.65
Current Trail Commission (Charge Basis 1) 0.25
New Trail Commission (Charge Basis 1) 0.00

 

Barclays Wealth Global Markets 3

1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Fund Group Barclays Asset Management Limited
Fund Name Barclays Wealth Global Markets 3
Type of change AMC Change
Date effective from 1 August 2016
Is the event subject to shareholder approval? No
2. Change to charging structure  
Bundled Fund  
Previous AMC 1.00
New AMC 0.65
Current Trail Commission (Charge Basis 1) 0.25
New Trail Commission (Charge Basis 1) 0.00

Copy client correspondence

Financial Adviser Verification