Barclays Wealth Global Markets 3 B Acc

Ranked 163 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 and, to a lesser extent, 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 balanced approach to investing in collective investment schemes across a wide range of asset types, 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 any particular asset types.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019
  • Rank 163/395 Total Return
  • Rank 276/395 Standard Deviation
  • Rank 162/395 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -4.6% -3.2% 2.3% 2.8% -6.2%
2017 9.9% 3.5% 1.0% 1.7% 3.4%
2016 13.1% 1.3% 3.1% 4.7% 3.5%
2015 -2.2% 3.0% -2.3% -5.8% 3.2%
2014 4.5% 1.0% 2.9% -0.5% 0.9%
2013 6.8% 3.2% -2.2% 3.2% 2.5%
2012 8.6% 6.3% -3.0% 4.0% 1.2%
2011 -5.6% 1.4% -0.7% -9.2% 3.3%
2010 4.7%

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 GB00B55D8F93

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).