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Barclays UK Core

Ranked 142 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Stephen Peters

Objective

The Fund seeks long-term total return through capital growth and income 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. While the Fund is not subject to any capitalisation restrictions, the Fund will seek to invest primarily in large, established companies which meet the Investment Manager’s and/or sub-investment manager/s’ selection criteria.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.5%
2018 -10.3% -5.9% 9.0% -0.5% -12.1%
2017 9.6% 5.1% 0.4% 0.7% 3.2%
2016 16.2% 1.1% 1.3% 10.0% 3.1%
2015 1.9% 6.0% -1.6% -9.0% 7.4%
2014 -1.9% 0.7% 0.0% -2.3% -0.3%
2013 21.4% 9.7% -0.2% 6.0% 4.6%
2012 11.9% 5.2% -5.5% 8.1% 4.2%
2011 -7.9% -0.4% -0.7% -12.5% 6.4%
2010 14.3% 5.8% -12.9% 14.2% 8.7%
2009 26.3% -12.6% 16.1% 21.0% 3.0%
2008 -30.8% -10.8% -5.6% -11.8% -6.7%
2007 1.2% 2.8% 3.1% -2.3% -2.3%
2006 14.0% 7.8% -3.7% 4.0% 5.6%
2005 19.9% 3.3% 4.2% 7.6% 3.5%
2004 11.4% 1.1% 1.6% 2.7% 5.6%
2003 19.0% -6.5% 13.7% 4.1% 7.6%
2002 -22.5% 2.3% -11.9% -17.4% 4.2%
2001 -12.9% -7.8% 0.6% -14.1% 9.3%
2000 -6.6% -5.6% -0.6% 0.7% -1.2%
1999 20.1% 7.4% 2.5% -4.8% 14.5%
1998 12.9% 15.3% -1.3% -13.6% 14.8%
1997 23.9% 5.0% 4.1% 13.0% 0.4%
1996 15.6% 4.7% 0.5% 6.4% 3.3%
1995 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/12/2005
  • Share Class size270Mn
  • Base currencyGBP
  • ISIN GB00B0PQG483

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).