Barclays GlobalBeta Portfolio 2 AA GBP

Ranked 191 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The investment objective is to achieve, over the medium to long term, capital growth with an ongoing source of income. In order to achieve this objective, the Fund will invest predominantly in collective investment undertakings including, but not restricted to, Exchange Traded Funds. While the Fund is a fund of funds, it may also invest directly in, and manage exposure to, shares of companies, government and corporate bonds and other transferable securities, including certificates of deposit, floating rate notes and commercial paper.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -4.1% -2.5% 1.3% 1.7% -4.5%
2017 6.9% 2.5% 0.8% 1.3% 2.2%
2016 8.3% 1.1% 2.2% 3.0% 1.8%
2015 -2.1% 2.4% -1.8% -4.6% 2.1%
2014 3.8% 0.7% 2.4% -0.4% 1.1%
2013 5.3% 2.3% -2.1% 2.6% 2.5%
2012 7.0% 5.5% -2.3% 3.2% 0.5%
2011 -3.7% 1.4% 0.4% -7.7% 2.5%
2010 5.9% 2.7% -5.2% 6.4% 2.3%
2009 12.1% -5.3% 6.9% 8.2% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Gibraltar
  3. Guernsey
  4. Isle of Man
  5. Jersey
  6. Luxembourg
  7. Portugal
  8. Singapore
  9. Spain
  10. United Kingdom

Fund Info

  • Launch date22/12/2008
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN LU0356836584

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.10%

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