Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 K Acc GBPRegister to Unlock Ratings |
Performance History | 31/12/2016 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | 6.5 | -2.1 | 19.4 | |
+/-Cat | - | - | 1.4 | -4.3 | - | |
+/-B’mrk | - | - | - | - | - | |
Category: GBP Allocation 80%+ Equity | ||||||
Category Benchmark: Morningstar UK Adv Tgt Allo... |
Key Stats | ||
NAV 28/12/2016 | GBP 19.14 | |
Day Change | 0.50% | |
Morningstar Category™ | GBP Allocation 80%+ Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0557427589 | |
Fund Size (Mil) 29/02/2024 | GBP 57.59 | |
Share Class Size (Mil) 28/12/2016 | GBP 0.06 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 07/02/2017 | 0.25% |
Investment Objective: Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 K 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 24/07/2013 |
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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 K Acc GBP | 29/02/2024 |
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