Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 R Acc GBPRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 10.2 | 15.2 | -8.5 | 12.9 | 6.6 | |
+/-Cat | 3.3 | 1.6 | 1.3 | 3.4 | 1.1 | |
+/-B’mrk | 4.2 | -1.2 | -2.6 | 0.5 | -0.3 | |
Category: GBP Allocation 80%+ Equity | ||||||
Category Benchmark: Morningstar UK Adv Tgt Allo... |
Key Stats | ||
NAV 18/04/2024 | GBP 32.82 | |
Day Change | 0.19% | |
Morningstar Category™ | GBP Allocation 80%+ Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0557427746 | |
Fund Size (Mil) 28/03/2024 | GBP 54.70 | |
Share Class Size (Mil) 18/04/2024 | GBP 27.28 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 05/02/2024 | 0.45% |
Investment Objective: Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 R 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 02/09/2013 |
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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 R Acc GBP | 31/03/2024 |
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