Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 R Acc GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 13.45 | -5.36 | 19.02 | 10.19 | 15.16 | -8.48 | 12.87 | 3.65 |
+/- Category | 0.74 | 1.84 | 0.97 | 3.29 | 1.59 | 1.32 | 3.44 | 1.27 |
+/- Category Index | - | - | - | 4.21 | -1.16 | -2.64 | 0.45 | 0.29 |
% Rank in Category | 33 | 20 | 39 | 24 | 36 | 39 | 12 | 19 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.37 | 0.02 | 0.28 |
1 Week | 1.23 | 0.13 | 0.74 |
1 Month | 2.92 | -0.16 | -0.39 |
3 Months | 7.00 | 1.30 | 0.22 |
6 Months | 12.22 | 0.74 | -0.50 |
YTD | 6.46 | 1.13 | -0.32 |
1 Year | 18.30 | 4.04 | 2.57 |
3 Years Annualised | 7.28 | 2.28 | -1.01 |
5 Years Annualised | 9.27 | 2.49 | 0.51 |
10 Years Annualised | 8.20 | 1.23 | -0.77 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 3.95 | 2.49 | 0.40 | 5.53 |
2022 | -3.34 | -7.57 | 0.18 | 2.25 |
2021 | 2.51 | 6.52 | 0.49 | 4.94 |
2020 | -15.69 | 17.19 | 2.92 | 8.36 |
2019 | 8.45 | 4.85 | 2.33 | 2.30 |
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