Barclays Wealth Global Markets 2 B Acc

Ranked 165 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund seeks to provide capital growth over the medium to long term with an ongoing source of income. The Fund invests primarily in a wide range of collective investment schemes including, but not restricted to, Exchange Traded Funds. Whilst the Fund will adopt a relatively cautious approach by investing in collective investment schemes across a mix of asset types including those that have exposure to debt securities, it may pursue an active asset allocation policy across all countries, currencies and sectors which may, from time to time, lead to high asset allocations to individual markets or other asset types.

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 -3.6% -2.4% 1.5% 1.7% -4.3%
2017 7.1% 2.5% 0.9% 1.3% 2.3%
2016 9.9% 1.4% 2.5% 3.6% 2.1%
2015 -1.5% 2.3% -1.6% -4.5% 2.5%
2014 3.7% 1.0% 2.3% -0.3% 0.7%
2013 5.3% 2.9% -2.5% 2.7% 2.2%
2012 7.2% 5.3% -2.5% 3.4% 0.9%
2011 -4.5% 1.5% -0.4% -7.8% 2.4%
2010 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/09/2010
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B51SNK84

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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