Barclays UK Core Fund A Acc GBP (0P00006EH1.L)
Performance Overview
Morningstar Return Rating | 2 |
YTD Return | -- |
5y Average Return | -- |
Number of Years Up | 10 |
Number of Years Down | 5 |
Best 1Y Total Return | 27.47% |
Worst 1Y Total Return | -30.92% |
Best 3Y Total Return | 27.47% |
Worst 3Y Total Return | -7.38% |
Trailing Returns (%) Vs. Benchmarks
- YTD
- 9.74%
- 4.03%
- 1-Month
- 0.94%
- 1.29%
- 3-Month
- 7.46%
- 4.03%
- 1-Year
- 25.97%
- 18.80%
- 3-Year
- -0.31%
- 6.88%
- 5-Year
- 3.36%
- 9.87%
- 10-Year
- 5.23%
- 5.55%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2021 | 4.91% | -- | -- | -- |
2020 | -28.45% | 9.26% | -3.67% | 15.94% |
2019 | 8.24% | 3.12% | 1.27% | 5.77% |
2018 | -5.85% | 9.43% | -1.36% | -11.69% |
2017 | 4.64% | 0.57% | 1.76% | 2.38% |
2016 | 0.71% | 3.82% | 7.82% | 3.11% |
2015 | 4.45% | -1.27% | -6.01% | 5.08% |
2014 | 0.00% | 0.61% | -2.46% | -0.03% |
2013 | 9.68% | -0.46% | 5.67% | 5.27% |
2012 | 5.16% | -5.48% | 7.54% | 4.72% |
2011 | -0.39% | -0.69% | -12.47% | 6.44% |
2010 | 5.81% | -12.94% | 14.20% | 8.66% |
2009 | -12.60% | 16.05% | 22.08% | 2.94% |
2008 | -11.11% | -5.45% | -11.88% | -6.73% |
2007 | 3.06% | 3.01% | -2.27% | -2.27% |
2006 | 7.80% | -3.72% | 3.55% | 5.56% |
Rank in Category (By Total Return)
YTD | 49 |
1-Month | 40 |
3-Month | 16 |
1-Year | 28 |
3-Year | 84 |
5-Year | 84 |
Load Adjusted Returns
1-Year | 20.79% |
3-Year | -1.07% |
5-Year | 3.97% |
10-Year | 4.36% |
Performance & Risk
YTD Return | -- |
5y Average Return | -- |
Rank in Category (ytd) | 49 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.12 |
Morningstar Risk Rating |
Fund Overview
Category | UK Large-Cap Blend Equity |
Fund Family | Barclays Asset Management Limited |
Net Assets | 262.9M |
YTD Return | 9.74% |
Yield | 1.15% |
Morningstar Rating | |
Inception Date | Dec 07, 2005 |
Fund Summary
The Fund seeks to provide capital growth and income over the long term (a period of at least 5 years). The Fund invests at least 70% of its assets in equity securities (shares of companies and other equity related investments) issued by companies domiciled in, or which have significant operations in, the UK (âUK Companiesâ). The UK Companies will also be listed or traded on a regulated market in the UK or in a country of the Organisation for Economic Co-operation and Development. The UK Companies can operate in any industry, and be any size (i.e., any âmarket capitalisationâ (the share price of the company multiplied by the number of shares issued)) although it is intended that the Fundâs main exposure will be to the largest companies by market capitalisation within the FTSE All-Share Index (Total Return)*, the Fundâs reference index (the âReference Indexâ).