Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 2 C Acc GBPRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.6 | 4.8 | -10.8 | 8.4 | 5.0 | |
+/-Cat | 2.5 | -3.3 | -0.3 | 0.9 | -0.9 | |
+/-B’mrk | 1.3 | -3.2 | -1.5 | -0.8 | -2.0 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 25/09/2024 | GBP 18.32 | |
Day Change | -0.04% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0356836741 | |
Fund Size (Mil) 30/08/2024 | GBP 31.61 | |
Share Class Size (Mil) 25/09/2024 | GBP 0.58 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 05/02/2024 | 0.85% |
Investment Objective: Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 2 C Acc GBP |
The investment objective of the Fund is to achieve, over the medium to long term, capital growth with an ongoing source of income. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Not Disclosed 23/10/2008 | ||
Inception Date 23/07/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 2 C Acc GBP | 31/08/2024 |
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