Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 A Dis GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 12.45 | -6.21 | 17.95 | 9.21 | 14.13 | -9.30 | 11.86 | 6.32 |
+/- Category | -0.26 | 0.99 | -0.11 | 2.30 | 0.56 | 0.50 | 2.43 | 0.86 |
+/- Category Index | - | - | - | 3.22 | -2.19 | -3.45 | -0.56 | -0.50 |
% Rank in Category | 53 | 32 | 51 | 32 | 49 | 47 | 21 | 34 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.41 | 0.00 | 0.35 |
1 Week | 1.55 | 0.42 | -0.09 |
1 Month | -0.89 | -0.15 | -0.29 |
3 Months | 6.24 | 0.85 | -0.21 |
6 Months | 13.07 | -0.42 | -1.19 |
YTD | 5.34 | 0.99 | -0.57 |
1 Year | 13.65 | 3.62 | 0.02 |
3 Years Annualised | 4.71 | 1.52 | -1.97 |
5 Years Annualised | 7.16 | 1.69 | -0.77 |
10 Years Annualised | 6.99 | 0.40 | -1.87 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.32 | - | - | - |
2023 | 3.71 | 2.26 | 0.17 | 5.29 |
2022 | -3.55 | -7.78 | -0.04 | 2.02 |
2021 | 2.28 | 6.29 | 0.27 | 4.71 |
2020 | -15.88 | 16.93 | 2.69 | 8.12 |
2019 | 8.21 | 4.61 | 2.08 | 2.07 |
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