Quantcast

Barclays Smart Investor Review

as of 06/03/2020 at 10:18 am

Holly's View

Clear information and straightforward user journeys. Barclays’ customers will likely value the familiarity of investing with a brand they know. Minimum monthly fees feel anachronistic and out of date. Navigation of the site and reliability of performance continue to be an issue.

Our Rating

Recommended For

Beginner Investor

Confident Investor

In a nutshell

Access from online banking

Good research & tools

Pricey for small portfolios

You Say

Your overall rating

Based on 93 reviews

Leave your review Have Your Say
View all reviews

What to Expect

Investment Choice

Products

Stocks and Shares ISA

Investment Account

Pension

Investments available

Own brand funds

Funds from other groups

Stocks and shares

Ethical investments

Investment help

Robo advice / ready-made portfolios

Includes a shortlist of investments

Pick your own funds

Pick your own shares

The 'Geeky' Details

Provider details

Barclays Smart Investor is the new investment service from the high street bank. There are loads of investment options, including funds from Barclays and other groups, and you can buy and sell company shares. It does offer a good blend of research which is equally strong across both funds and shares/listed securities.

For novice investors, the ‘Barclays Ready-made Investments’ give you an all-in-one portfolio, spreading your money around many different investments in one go.

There’s a slightly complex set of charges. Minimum and maximum monthly account fees mean there are cheaper options available for those with very small or very large portfolios. There are also transaction charges on funds, so it can be expensive for those that regularly invest small amounts into multiple funds.

Important Facts & Figures

Provider Size:

Large banking and investment firm / huge global brand

Minimum amounts:
£0 minimum investment
12 month indicative performance:

A medium risk fund returned 9.7% in 2017, after charges.

Your Questions

"I am a beginner investor and would like to invest in a "socially responsible" Stocks & Shares ISA. I have looked into the Nutmeg and Wealthify funds, having found out about them through the Money Saving Expert website. Is there information about any other such providers on your website? And do you have any advice about how to compare the "socially responsible" criteria on the different funds?"

Joy, Glamorgan

16/04/2019

Read our reply

If you like this provider, we think you might like


You Say

We Say


The Detail

You Say

We Say


The Detail

Sign up for Holly's blog

Stay up to date

Our free weekly blog with Holly's
no-nonsense opinions, tips & food for thought.
If you change your mind, you can unsubscribe at any time. We'll never share your details and you can unsubscribe any time.