LSE - Delayed Quote GBp

Barclays UK Lower Cap Fund R Acc GBP (0P0000VRH5.L)

507.60
+3.50
+(0.69%)
At close: May 26 at 9:00:00 PM GMT+1

Investment Information

Min Initial Investment
2,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
500
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Amber
  • Sippcentre

Fund Summary

The Fund seeks to provide capital growth 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 (“UK Companies”). 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.

Fund Overview

Category UK Flex-Cap Equity
Fund Family Barclays Asset Management Limited
Net Assets 60.29M
YTD Return 13.69%
Yield 0.68%
Morningstar Rating
Inception Date Nov 16, 2012

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating

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