Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 R 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 | 13.46 | -5.37 | 19.02 | 10.19 | 15.16 | -8.48 | 12.87 | 6.56 |
+/- Category | 0.75 | 1.83 | 0.96 | 3.29 | 1.60 | 1.32 | 3.44 | 1.09 |
+/- Category Index | - | - | - | 4.21 | -1.15 | -2.64 | 0.45 | -0.27 |
% Rank in Category | 33 | 20 | 40 | 24 | 36 | 39 | 12 | 26 |
Trailing Returns (GBP) | 23/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.24 | -0.16 | 0.18 |
1 Week | 0.91 | -0.22 | -0.72 |
1 Month | -1.21 | -0.47 | -0.61 |
3 Months | 6.02 | 0.64 | -0.43 |
6 Months | 13.92 | 0.44 | -0.34 |
YTD | 5.22 | 0.87 | -0.70 |
1 Year | 13.75 | 3.72 | 0.12 |
3 Years Annualised | 5.51 | 2.32 | -1.17 |
5 Years Annualised | 7.96 | 2.49 | 0.04 |
10 Years Annualised | 7.92 | 1.34 | -0.94 |
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 | 6.56 | - | - | - |
2023 | 3.94 | 2.49 | 0.40 | 5.53 |
2022 | -3.34 | -7.57 | 0.19 | 2.25 |
2021 | 2.51 | 6.52 | 0.50 | 4.95 |
2020 | -15.69 | 17.19 | 2.92 | 8.37 |
2019 | 8.45 | 4.85 | 2.32 | 2.29 |
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