Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 2 K Acc GBPRegister to Unlock Ratings |
Performance History | 31/12/2016 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | 5.2 | -0.7 | 9.7 | |
+/-Cat | - | - | -0.4 | -2.3 | - | |
+/-B’mrk | - | - | - | - | - | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 28/12/2016 | GBP 15.57 | |
Day Change | 0.32% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0557424560 | |
Fund Size (Mil) 30/08/2024 | GBP 31.61 | |
Share Class Size (Mil) 28/12/2016 | GBP 0.00 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 31/12/2017 | 0.25% |
Investment Objective: Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 2 K 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 24/07/2013 |
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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 K Acc GBP | 31/08/2024 |
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