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Barclays UK Opportunities

Ranked 45 out of 253 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The Fund seeks to maximize long-term total returns primarily through investment in UK companies with strong prospects for growth. The Fund invests primarily in common stocks, 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 on a UK Regulated Market or Regulated Market of an OECD Country. The Fund will seek to invest in UK companies which the Investment Manager and/or sub-investment manager(s) believe(s) to possess strong growth prospects and may be undervalued.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/11/2016 - 30/11/2017
  • Rank 45/253 Total Return
  • Rank 131/253 Standard Deviation
  • Rank 99/253 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.5% 2.4% 1.8%
2016 15.1% 0.7% -1.1% 11.0% 4.1%
2015 4.0% 8.8% -0.7% -8.9% 5.7%
2014 -0.5% 0.6% -0.8% -2.6% 2.4%
2013 29.7% 12.5% -0.3% 8.6% 6.5%
2012 17.4% 9.9% -5.5% 8.1% 4.6%
2011 -6.3% -0.7% 0.7% -9.8% 3.9%
2010 14.7% 5.8% -10.3% 11.3% 8.6%
2009 27.8% -7.5% 11.2% 18.7% 4.6%
2008 -23.4% -10.2% -3.2% -7.2% -5.1%
2007 8.2% 3.3% 3.5% -1.1% 2.4%
2006 17.4% 8.6% -4.4% 4.7% 8.0%
2005 23.3% 3.6% 4.6% 8.6% 4.8%
2004 11.5% 1.7% 2.1% 1.7% 5.6%
2003 18.5% -6.6% 14.2% 3.1% 7.7%
2002 -23.3% 1.1% -12.2% -17.9% 5.3%
2001 -13.4% -8.1% 0.4% -15.6% 11.3%
2000 -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/07/2000
  • Share Class size89Mn
  • Base currencyGBP
  • ISIN GB00B0PQG822

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment4.5

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