Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 C Acc GBPRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 9.8 | 14.7 | -8.8 | 12.4 | 6.5 | |
+/-Cat | 2.8 | 1.1 | 1.0 | 3.0 | 1.0 | |
+/-B’mrk | 3.8 | -1.6 | -3.0 | 0.0 | -0.4 | |
Category: GBP Allocation 80%+ Equity | ||||||
Category Benchmark: Morningstar UK Adv Tgt Allo... |
Key Stats | ||
NAV 18/04/2024 | GBP 33.92 | |
Day Change | 0.19% | |
Morningstar Category™ | GBP Allocation 80%+ Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0356835180 | |
Fund Size (Mil) 28/03/2024 | GBP 54.70 | |
Share Class Size (Mil) 18/04/2024 | GBP 0.33 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 05/02/2024 | 0.85% |
Investment Objective: Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 C Acc GBP |
The investment objective of the Fund is to achieve superior capital growth over the long term. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Not Disclosed 09/09/2008 | ||
Inception Date 23/10/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 C Acc GBP | 31/03/2024 |
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