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Barclays UK Lower Cap A Dist

Ranked 247 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 capital growth primarily through investment in UK companies excluding those companies with a large market capitalisation. The Fund invests primarily in common stock, preferred shares and securities convertible into common stock of lower capitalisation companies domiciled in the UK or having significant operations in the UK, and listed on a UK Regulated Market or the Regulated Market of an OECD Country. UK lower capitalisation companies are those whose market capitalisation, at the time of purchase, is outside the size range of companies in the FTSE 100 Index.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 247/255 Total Return
  • Rank 230/255 Standard Deviation
  • Rank 241/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.2%
2018 -19.6% -6.3% 5.3% -3.2% -15.9%
2017 25.1% 7.5% 4.1% 5.9% 5.5%
2016 5.7% -3.8% -7.9% 14.1% 4.4%
2015 19.9% 6.5% 6.5% -1.7% 7.6%
2014 -0.1% 5.2% -5.9% 0.8% 0.2%
2013 44.2% 14.2% 3.0% 10.2% 11.3%
2012 29.4% 14.0% -5.0% 11.7% 7.0%
2011 -7.3% 2.9% 2.4% -15.2% 3.8%
2010 34.6% 8.3% -6.9% 18.3% 12.8%
2009 36.5% -3.4% 17.1% 22.2% -1.3%
2008 -34.4% -6.2% -4.1% -13.8% -15.5%
2007 -1.8% 5.3% 2.0% -3.3% -5.5%
2006 20.1% 11.2% -5.6% 5.8% 8.2%
2005 21.1% 7.9% -0.2% 5.8% 6.4%
2004 15.0% 7.6% -1.1% -1.7% 9.9%
2003 42.1% -8.5% 29.5% 13.5% 5.5%
2002 -20.6% 0.5% -6.6% -17.9% 3.0%
2001 -2.8% -3.7% 4.9% -23.9% 26.4%
2000 1.0% 1.7% -1.2% 3.3% -2.7%
1999 53.8% 14.1% 11.6% 3.1% 17.2%
1998 -13.0% 7.7% -0.1% -23.3% 5.4%
1997 11.4% 4.9% -5.7% 5.5% 6.8%
1996 23.5% 10.3% 11.7% -0.3% 0.5%
1995 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/06/1987
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00B1D9NP69

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).