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Barclays UK Growth Portfolio B Dist

Ranked 191 out of 198 in - Aggressive GBP over 36 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to invest primarily in regulated collective investment undertakings which aim to achieve, over the long term, capital growth from a portfolio of predominantly equities. In order to achieve this objective, the Fund will invest predominantly in the funds of Barclays Multi-Manager Fund PLC, a UCITS managed by the Investment Manager, and other collective investment schemes managed by the Barclays Group, affiliated companies and, to a lesser extent, non-affiliated companies.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/08/2014 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.1% 2.3%
2016 5.9% -0.3% 0.5% 5.1% 0.6%
2015 -0.9% 3.3% -0.4% -6.8% 3.4%
2014 2.7% 0.5% 2.4% -1.7% 1.6%
2013 15.7% 8.0% -1.4% 4.3% 4.0%
2012 12.4% 7.7% -3.8% 5.3% 3.0%
2011 -10.4% -1.0% 0.6% -12.9% 3.2%
2010 13.1% 6.5% -8.7% 10.5% 5.4%
2009 21.8% -7.9% 10.7% 17.3% 1.8%
2008 -28.5% -9.4% -2.2% -11.6% -8.7%
2007 2.4% 2.5% 1.1% -0.8% -0.5%
2006 9.1% 5.2% -4.0% 3.4% 4.5%
2005 18.8% 1.7% 4.0% 6.4% 5.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date01/10/2004
  • Share Class size50Mn
  • Base currencyGBP
  • ISIN IE0031654787

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%

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