Barclays Charity R Inc

Ranked 1 out of 12 in - Flexible Other over 12 months
All calculations are in GBP unless stated

Objective

The aim is to provide a sustainable level of income, together with the prospect of increasing the value of your investment and increasing the level of income earned in the Fund. The Fund is actively managed and invests in wide range of investments, including shares, tradable debt, other investment funds, financial contracts (derivatives) and cash. When the Fund invests in shares of companies, these companies can be based anywhere in the world and be involved in any industry. The Fund will, however, generally invest in companies which are set up in developed market economies. The Fund also applies an ethical screening test when considering which investments it will make.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible Other over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.2%
2018 -4.1% -5.2% 7.1% 1.4% -6.8%
2017 11.7% 3.3% 1.5% 2.0% 4.4%
2016 17.6% 0.8% 4.4% 7.4% 4.1%
2015 -0.4% 3.8% -2.6% -5.9% 4.7%
2014 4.5% 0.3% 2.7% 0.1% 1.3%
2013 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/09/2013
  • Share Class size172Mn
  • Base currencyGBP
  • ISIN GB00BBBTRH80

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.25%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).