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Barclays GA - US Small & Mid Cap Equity M Inc GBP

Ranked 59 out of 60 in - US Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Ziad Abou Gergi


The Fund seeks long-term capital growth primarily through investment in small and mid-capitalisation US companies. The Fund invests primarily in common stock, preferred shares and securities convertible into common stock, of small and mid-capitalisation companies domiciled in the US or having significant operations in the US, and listed or traded on a Regulated Market in the US or in an OECD Country. US small and mid-capitalisation issuers are those having a market capitalisation, at the time of purchase, in the bottom 40% of the US equity market.

Showing fund performance in United Kingdom View performance globally


US Small & Medium Companies over : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 15.3% 1.4% 2.1% 5.1% 5.9%
2015 -1.6% 3.4% 0.4% -9.1% 4.3%
2014 8.0% -0.5% 3.9% -2.4% 7.0%
2013 38.8% 11.7% 5.0% 7.6% 9.9%
2012 11.8% 13.3% -7.1% 7.3% -1.0%
2011 -17.4% 11.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Gibraltar
  3. Guernsey
  4. Ireland
  5. Isle of Man
  6. Jersey
  7. Portugal
  8. Singapore
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date01/06/2011
  • Share Class size259Mn
  • Base currencyGBP
  • ISIN IE00B3S9GS98

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0


  • Annual management0.90%
  • Initial investment0

Related News

JPM hires Citywire rated multi-manager from Barclays Wealth

Milica Fomicov has left her position as a portfolio manager in the multi-manager team at Barclays Wealth & Investment to join JP Morgan Private Bank.

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