Barclays Wealth Global Markets 1 B Acc

Ranked 54 out of 127 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund seeks to provide an ongoing source of income with the potential for some capital growth. The Fund invests primarily in a wide range of collective investment schemes including, but not restricted to, Exchange Traded Funds. Whilst the Fund will predominantly invest in collective investment schemes that have exposure to debt securities, 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 other asset types. The Fund may also invest in transferable securities, money market instruments, derivatives, cash and near cash and deposits.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.8%
2018 -2.2% -1.2% 0.3% 0.9% -2.2%
2017 4.2% 1.6% 0.5% 0.9% 1.1%
2016 5.7% 1.2% 1.5% 1.9% 1.1%
2015 -1.0% 1.5% -1.3% -2.2% 1.0%
2014 2.6% 0.5% 1.5% 0.0% 0.6%
2013 2.9% 1.9% -1.7% 1.5% 1.2%
2012 5.1% 3.1% -1.3% 2.5% 0.7%
2011 -3.0% 0.7% 0.0% -5.2% 1.6%
2010 1.6%

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 GB00B5566H69

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management0.75%

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