Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 R Acc USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.2 | 16.3 | 3.5 | 6.8 | 7.5 | |
+/-Cat | 2.3 | 3.5 | 7.4 | 0.8 | 1.3 | |
+/-B’mrk | - | 1.7 | 8.4 | -5.0 | 0.3 | |
Category: USD Aggressive Allocation | ||||||
Category Benchmark: Morningstar EAA USD Agg Tgt... |
Key Stats | ||
NAV 25/04/2024 | USD 38.10 | |
Day Change | -1.34% | |
Morningstar Category™ | USD Aggressive Allocation | |
ISIN | LU0554238062 | |
Fund Size (Mil) 28/03/2024 | GBP 54.70 | |
Share Class Size (Mil) - | - | |
Max Initial Charge | 5.25% | |
Ongoing Charge 05/02/2024 | 0.45% |
Investment Objective: Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 R Acc USD |
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 25/09/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EAA USD Agg Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 R Acc USD | 31/03/2024 |
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