Barclays launches model portfolios on Ascentric

Author: Will Roberts
IFAonline | 19 Mar 2012 | 09:00

Categories: Investment| Wrap/platforms

Topics: Barclays| Ascentric Wrap| Discretionary Portfolio Management| risk assessment| adviser firms


Barclays wealth and investment management business has launched a range of five risk-rated model portfolios as it looks to further align itself with the IFA community.

Initially available on the Ascentric wrap, the portfolios aim to provide intermediaries with an RDR-ready, outsourced investment solution.

The portflios invest in a combination of active and passive funds, accessing nine asset classes including short maturity bonds, alternatives, property and commodities.

Minimum investment amount is £25,000 and the portfolio charge is 40bps plus VAT. The Ascentric platform charge is 25bps.

Barclays is currently holding talks with other platforms with a view to a wider roll-out of the proposition.

The five risk profiles have corresponding levels of volatility, allowing intermediaries to select the model portfolio most appropriate for a client in terms of risk profile and investment objective, said Barclays.

A profile 3 ‘moderate risk' portfolio has a one-third exposure to developed market equities, with roughly 10% invested in short maturity bonds and 10% in government bonds. The remainder is split across the other six asset classes.

Barclays director Bryan Parkinson said: "The launch of our enhanced discretionary service is a further step in our ongoing commitment to provide intermediaries with a range of RDR ready investment solutions."

Barclays' latest proposition follows launch its Global Markets range which offers a fund of fund structure investing exclusively in passive strategies.


More investment news

Related briefings

Recommended reading



  • Comments
  • Print
  • RSS
  • Share
blog comments powered by Disqus

Related articles

Most Read

Audio / Visual

Coffee Lounge

Who picked up the gongs this year?

Protected Product Review Awards 2013

Who picked up the gongs this year?

Advisers and providers gathered at the Grand Connaught Rooms in London on 20 November to celebrate the ingenuity and the graft displayed in the protected product arena throughout the last 12 months. These awards are growing in popularity every year, and our congratulations go to the winners and highly commended.


event logo

Retirement Planner Forum & Awards 2014

06 Jun 2014 - 06 Jun 2014

London, UK

event logo

International Fund & Product Awards 2014

16 Jun 2014 - 16 Jun 2014

London, UK

event logo

COVER Breakfast Briefings

26 Jun 2014 - 26 Jun 2014

London, UK


Sponsored video


Do you believe the insurance industry can deliver the Chancellor's "retirement advice for all" pledge?