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Barclays Wealth Global Markets 5 B Acc

Ranked 42 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund seeks to provide high levels of capital growth over the medium to long term. 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 growth orientated investments such as collective investment schemes that have exposure to equities, 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.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.2%
2018 -5.5% -4.2% 3.8% 3.8% -8.5%
2017 13.2% 4.7% 1.0% 2.2% 4.9%
2016 18.4% 1.6% 3.8% 6.3% 5.7%
2015 -3.5% 3.8% -3.1% -8.1% 4.3%
2014 4.9% 0.8% 3.8% -1.0% 1.3%
2013 9.3% 4.7% -3.0% 4.4% 3.0%
2012 9.6% 7.7% -3.7% 4.5% 1.2%
2011 -9.1% 1.0% -0.9% -13.3% 4.6%
2010 6.4%

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 GB00B539L389

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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