Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 1 A Dis GBPRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.4 | 2.8 | -10.7 | 6.9 | 1.0 | |
+/-Cat | 0.6 | -0.7 | -0.4 | 0.6 | -0.7 | |
+/-B’mrk | -0.7 | -0.9 | 0.4 | -0.9 | -1.0 | |
Category: GBP Allocation 20-40% Equity | ||||||
Category Benchmark: Morningstar UK Mod Caut Tgt... |
Key Stats | ||
NAV 18/04/2024 | GBP 11.92 | |
Day Change | -0.02% | |
Morningstar Category™ | GBP Allocation 20-40% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0356834373 | |
Fund Size (Mil) 28/03/2024 | GBP 4.73 | |
Share Class Size (Mil) 17/04/2024 | GBP 0.25 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 05/02/2024 | 0.65% |
Investment Objective: Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 1 A Dis GBP |
The investment objective of the Fund is to achieve an ongoing source of income with the potential for some capital growth. In order to achieve this objective, the Fund will invest predominantly in collective investment undertakings including, but not restricted to, Exchange Traded Funds. Such collective investment undertakings will be UCITS funds regulated in the European Union and/or Permitted Non-UCITS Funds. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Not Disclosed 07/11/2008 | ||
Inception Date 16/02/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Mod Caut Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 1 A Dis GBP | 31/03/2024 |
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