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Investment News Fund Investments Double At Barclays Stockbrokers 18470851

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Fund investments double at Barclays Stockbrokers
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Fund investments double at Barclays Stockbrokers

20 May 2010 / by Lois Avery

Barclays Stockbrokers have announced a double in fund investments year on year.

Recent months have seen renewed investor confidence in funds as figures from Barclays Stockbrokers reveal record fund trading volumes.

According to their quarterly statement there were twice as many fund investments between January and March this year compared with the same time last year.

April 2010 alone saw the highest single funds trading month on record.

Interest in Emerging Markets has also been prominent in fund investments so far this year, with half of the top ten traded funds focusing on this theme.  The Aberdeen Emerging Markets fund was the most popular fund in April 2010, attracting seven per cent of all investments.

Barbara-Ann King, Head of Investments at Barclays Stockbrokers, believes the good results are partly due to Barclay’s reducing their maximum initial charge on Funds Market funds from 1.5 per cent to 0.5 per cent

“This year we have seen positive sentiment from our clients, and many are focusing on funds as their investment of choice as market confidence returns. Our figures reveal fund investments in Q1 2010 more than doubled compared to the same period last year – suggesting not only a renewed confidence in the markets, but that clients are taking full advantage of Barclays Stockbrokers’ reduction in the maximum initial charge on our Funds Market funds .

“The popularity of Emerging Markets also continues; fund investments in this sector accounted half of our top ten traded funds as our clients continue to look far and wide to achieve their desired investment goals.  However, it will be interesting to see how investors react as volatility has heightened again over the last few weeks.”

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© Fair Investment Company Ltd



  Product Name ISA Option Income Yield More Info
Henderson Strategic Bond yes 5.7% More Info >
Income Paid Quarterly. Investing in higher yielding assets which will include most types of fixed interest securities, this fund aims to deliver a quarterly income to investors. See latest fund factsheet for details.

Newton Asian Income yes 5.43% More Info >
Income Paid Quarterly.The objective of the Sub-Fund is to achieve income together with long-term capital growth predominantly through investments in securities in Asia Pacific ex Japan (including Australia & New Zealand) region. The Sub-Fund may also invest in collective investment schemes. See latest fund factsheet for details.
Newton Higher Income yes 5.4% More Info >
Income Paid Quarterly. The objective of the Fund is to achieve increasing distributions on a calendar year basis with long term capital growth. The Fund may also invest in collective investment schemes. See latest fund factsheet for details.

Invesco Perpetual Distribution yes 4.7% More Info >
Income Paid Monthly. Invesco Perpetual Distribution offers a balance between both income and capital growth through investment in UK based equities and fixed interest securities. See latest fund factsheet for details.

Invesco Perpetual Monthly Income Plus yes 4.46% More Info >
Income Paid Monthly. Popular income fund that aims to achieve a high level of income whilst seeking to maximise total return through investing in high yielding corporate and Government bonds, together with UK equities. See latest fund factsheet for details.

Woodford Equity Income Fund yes 3.50% More Info >
Our selected partner for investing in Neil Woodford’s Equity Income fund is Barclays Stockbrokers, via their INVESTMENT ISA for new ISAs and ISA transfers, or their MARKETMASTER® ACCOUNT for non-ISA investments. Income Paid Quarterly.The fund’s investment objective is to provide investors with long-term appreciation through investing in stocks primarily listed on the UK stock exchanges. Up to 20% may be invested in international companies. The income objective is 10% higher than the FTSE All Share Index yield with an anticipated annual yield of 4.0%.
Newton Global Higher Income yes 4.7% More Info >
Income Paid Quarterly. The objective of the Sub-Fund is to achieve increasing annual distributions together with long-term capital growth from investing predominantly in global securities. The Sub-Fund may also invest in collective investment schemes. See latest fund factsheet for details.

Jupiter Merlin Income Portfolio yes 3.10% More Info >
Income Paid Quarterly. To achieve a high and rising income with some potential for capital growth by investing predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in equities, fixed interest stocks, commodities and property, principally in the UK. See latest fund factsheet for details.

M&G; Global Dividend yes 3.27% More Info >
Income Paid Quarterly. The Fund aims to deliver a dividend yield above the market average, by investing mainly in a range of global equities. The Fund aims to grow distributions over the long-term whilst also maximising total return (the combination of income and growth of capital). See latest fund factsheet for details.
Kames Strategic Bond yes 2.95% More Info >
The primary investment objective is to maximise total return (income plus capital ) by investing in global debt instruments,denominated in any currency, ranging from AAA Government Bonds through to high yield and emerging market corporate bonds. At least 50% of the fund will be invested in sterling and other currency denominated bonds hedged back to sterling. See latest fund factsheet for details.

M&G; Optimal Income yes 2.44% More Info >
Income Paid Twice Yearly.The fund aims to provide a total return to investors based on exposure to optimal income streams in investment markets. The fund invests across a broad range of fixed income assets according to where the fund manager identifies value. See latest fund factsheet for details.

*Current Income Yields are Gross, Variable and Not Guaranteed
**Historic Yield reflects distributions declared over the past 12 months as a percentage of the mid-market price of the fund.
*** This is the target yield the fund aims to achieve per year, it is not guaranteed and could change according to prevailing market conditions. The target yield is net of basic rate tax.
Information correct as at 08/02/2012.

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. 








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