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Barclays UK Alpha

Ranked 200 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The aim is to increase the value of your investment over the long-term by investing primarily in UK companies. The Fund is actively managed and invests in shares and convertible securities (tradable debt which can be converted into shares) issued by a broad range of companies based in the UK and, to a lesser extent, other developed countries around the world and traded on stock markets in the UK and in other developed countries.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2018 - 30/04/2019
  • Rank 200/255 Total Return
  • Rank 116/255 Standard Deviation
  • Rank 124/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.2%
2018 -10.7% -5.9% 9.7% -1.5% -12.1%
2017 6.9% 2.7% 0.1% 1.0% 2.9%
2016 15.4% -1.2% -1.2% 11.5% 5.9%
2015 0.1% 5.9% -0.7% -9.8% 5.6%
2014 2.0% -0.5% 1.7% -0.7% 1.4%
2013 29.3% 9.8% 2.3% 8.0% 6.5%
2012 19.4% 7.6% -4.4% 8.8% 6.6%
2011 -5.7% 0.5% 0.4% -9.7% 3.5%
2010 15.5% 7.5% -13.1% 15.1% 7.4%
2009 29.7% -9.7% 16.2% 21.9% 1.4%
2008 -34.2% -10.5% -2.6% -14.8% -11.4%
2007 2.6% 2.7% 3.4% -1.5% -1.9%
2006 14.2% 7.5% -3.6% 3.3% 6.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/10/1957
  • Share Class size45Mn
  • Base currencyGBP
  • ISIN GB00B0PQG715

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

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).