LSE - Delayed Quote GBP

Barclays Glbl Mkts Cautious B Acc GBP (0P0000POT0.L)

1.6500
+0.0010
+(0.06%)
At close: January 22 at 12:00:00 AM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 1.60%
5y Average Return 3.12%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Jan 22, 2025) 10.82%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 10.82%
Worst 3Y Total Return -0.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000POT0.L
Category
YTD
7.19%
0.00%
1-Month
-0.31%
0.00%
3-Month
1.50%
0.00%
1-Year
7.19%
0.00%
3-Year
1.22%
0.00%
5-Year
2.97%
0.00%
10-Year
3.60%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000POT0.L
Category
2024
7.19%
--
2023
8.45%
--
2022
-10.79%
--
2021
4.89%
--
2020
6.41%
--
2019
10.82%
--
2018
-3.58%
--
2017
7.10%
--

2016
9.28%
--
2015
-1.63%
--
2014
3.49%
--
2013
5.13%
--
2012
7.00%
--
2011
-4.79%
--
2010
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.24% 1.29% 1.98% 1.50%
2023 2.79% 0.70% -0.76% 5.57%
2022 -4.09% -6.52% -2.42% 1.97%
2021 -0.47% 3.63% 0.00% 1.69%
2020 -8.13% 9.62% 1.34% 4.26%
2019 4.82% 3.17% 1.61% 0.86%
2018 -2.36% 1.48% 1.69% -4.31%
2017 2.53% 0.88% 1.26% 2.26%
2016 1.25% 2.29% 3.44% 2.00%
2015 2.30% -1.68% -4.50% 2.41%

2014 0.93% 2.27% -0.38% 0.64%
2013 2.80% -2.49% 2.68% 2.15%
2012 5.26% -2.48% 3.34% 0.87%
2011 1.38% -0.45% -7.84% 2.37%
2010 3.37% -- -- --

Rank in Category (By Total Return)

YTD 41
1-Month 6
3-Month 15
1-Year 41
3-Year 45
5-Year 45

Load Adjusted Returns

1-Year 2.37%
3-Year -0.32%
5-Year 2.02%
10-Year 3.12%

Performance & Risk

YTD Return 1.60%
5y Average Return 3.12%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Barclays Asset Management Limited
Net Assets 39.84M
YTD Return 7.19%
Yield 2.59%
Morningstar Rating
Inception Date Dec 18, 2024

Fund Summary

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