Investment Notes


Get exclusive access to new investments for your portfolio

Our Investment Notes are innovative structured products that can be held in our trading accounts, Investment ISA* or SIPP.

Investment Notes, exclusively developed by Barclays Capital, offer you, the private investor, the chance to diversify your portfolio by giving you access to a wide range of underlying assets such as shares, commodities, indices or a combination of all three. The simplest version is a tracker that aims to match the performance of a single underlying share, commodity or index e.g. FTSE 100.

You will benefit from any rise in the underlying instruments and indices that the notes are made up of. Many of our Investment Notes also offer capital protection, when held for the full term. Our Investment Notes typically have a five year term.

Find out more about our latest Investment Notes 

 

What if I want to sell before the end of the term?


If invested for the full term you would benefit from the capital protection if offered. If however you feel the term is too long for you to commit to, you are free to sell your Investment Note, at the market price, at any time without incurring any further penalties, however you may get back less then you had invested.

 

Limited availability –don’t miss out

To get the full benefits of capital protection, if offered, you need to buy the Investment Notes directly from ourselves (through the primary market). Please be aware that this primary market sale is only available for a limited period. Following this all Investment Notes are available to buy and sell on the LSE (secondary market), where capital protection, if offered, can no longer be guaranteed.

 

Investment Notes help you to:
    • Set clear investment objectives
    • Add flexibility to your investment strategy, as you can sell at any time
    • Select the risk / return profile that’s right for you (some Investment Notes even return your original capital when  held for the full term)
    • Diversify your portfolio with global exposure
    • Access a wide range of underlying assets
How do I invest?

Already a Barclays Stockbrokers client?
All you need to do is select ‘Deal Inv Notes’ from the left hand menu in the Deal tab.

Log in 

 

New to Barclays Stockbrokers
You can buy and sell our Investment Notes through most of our trading accounts or, if you’re looking to maximise the tax-efficiency of your investments, some Investment Notes can be traded through our ISA* and SIPP accounts.

Open an account 

Speak to one of our experts


Unsure which note to go for? Get answers to all your Investment Note questions for one of our dedicated team of Investment Note specialists, who are ready to take your call.
Call us now on 0845 300 9040**

 

Investment Notes may not be suitable for you. It is important that you understand their nature and risk prior to investing. The price and value of investments fluctuates and you may get back less than you invested.


 

 

* Investment Notes with a term less than 5 years are not eligible for ISA investments

**Lines are open from 8.30am to 6.30pm Monday to Thursday, and from 8.30am to 5pm Friday, excluding bank holidays. Calls made to 0845 numbers will cost no more that 4p per minute, plus 6p call set-up fee (current as at November 2007) for BT residential customers. The price on non-BT phone lines may be different.