Barclays UK Alpha (2)

Ranked 200 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The Fund seeks superior long-term capital growth primarily through investment in UK companies. The Fund invests primarily in common stock, preferred shares and securities convertible into common stock of companies across a range of industries, domiciled in the UK or having significant operations in the UK, and listed or traded on a Regulated Market in the UK or in an OECD Country.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2018 - 31/05/2019
  • Rank 200/256 Total Return
  • Rank 125/256 Standard Deviation
  • Rank 126/256 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.0%
2018 -10.9% -5.9% 9.6% -1.6% -12.1%
2017 7.0% 2.8% -0.1% 1.1% 3.0%
2016 15.6% -1.4% -1.2% 11.9% 6.1%
2015 -0.3% 5.8% -0.5% -9.9% 5.2%
2014 1.5% -0.8% 1.8% -0.8% 1.3%
2013 29.4% 9.7% 2.5% 7.9% 6.6%
2012 19.0% 7.4% -4.2% 8.7% 6.4%
2011 -5.9% 0.5% 0.5% -10.0% 3.5%
2010 14.7% 7.8% -13.7% 15.2% 7.0%
2009 30.0% -10.4% 17.3% 22.1% 1.4%
2008 -35.0% -10.5% -2.6% -15.4% -11.8%
2007 2.1% 2.5% 3.1% -2.4% -1.1%
2006 14.2% 8.2% -1.8% 3.0% 4.3%
2005 19.3% 2.5% 4.3% 7.8% 3.5%
2004 13.2% 1.5% 1.1% 3.1% 7.0%
2003 19.8% -4.0% 11.6% 2.9% 8.7%
2002 -22.1% 2.0% -11.8% -12.8% -0.7%
2001 -10.7% -8.0% 1.7% -12.6% 9.2%
2000 -6.5% -7.6% -0.3% 1.7% -0.3%
1999 19.9% 4.1% 2.7% -2.9% 15.5%
1998 19.1% 15.6% -0.6% -12.3% 18.2%
1997 25.7% 6.5% 4.6% 13.0% -0.1%
1996 22.3% 7.8% 4.8% 3.7% 4.3%
1995 6.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/11/1972
  • Share Class size28Mn
  • Base currencyGBP
  • ISIN GB00B1DDK131

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment4.50%

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