Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 2 R Dis GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 7.84 | -3.26 | 11.16 | 7.06 | 5.21 | -10.43 | 8.87 | 5.24 |
+/- Category | 0.39 | 2.22 | -1.25 | 2.97 | -2.86 | 0.03 | 1.34 | -0.64 |
+/- Category Index | - | - | - | 1.77 | -2.79 | -1.17 | -0.40 | -1.74 |
% Rank in Category | 42 | 12 | 68 | 23 | 87 | 56 | 29 | 65 |
Trailing Returns (GBP) | 25/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.04 | -0.22 | -0.33 |
1 Week | 0.51 | 0.35 | 0.67 |
1 Month | 0.61 | -0.20 | 0.06 |
3 Months | 1.57 | -0.77 | -0.37 |
6 Months | 3.62 | -0.29 | -0.32 |
YTD | 5.77 | -0.67 | -1.50 |
1 Year | 11.22 | -0.89 | -1.94 |
3 Years Annualised | 1.38 | 0.08 | -1.40 |
5 Years Annualised | 3.28 | 0.05 | -0.69 |
10 Years Annualised | 3.90 | -0.22 | -1.62 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.44 | 1.51 | - | - |
2023 | 3.00 | 0.70 | -0.60 | 5.60 |
2022 | -3.96 | -6.52 | -2.04 | 1.85 |
2021 | -0.44 | 3.77 | 0.17 | 1.67 |
2020 | -7.87 | 9.68 | 1.53 | 4.35 |
2019 | 5.03 | 3.16 | 1.61 | 0.97 |
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