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
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 (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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 45.89% |
| Worst 1Y Total Return | -19.26% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 53 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.27 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000VRH5.L | Category Average | 0P0000VRH5.L | Category Average | 0P0000VRH5.L | Category Average | |
| Alpha | 2.75 | 0.01 | 2.26 | 0.03 | -- | 0.02 |
| BETA | 1.27 | 0.01 | 1.19 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.69 | 0.01 | 0.88 | 0.01 | -- | 0.01 |
| R-squared | 79.57 | 0.5 | 68.1 | 0.61 | -- | 0.77 |
| Standard Deviation | 23.45 | 0.11 | 19.73 | 0.11 | -- | 0.16 |
| Sharpe Ratio | 0.33 | 0.01 | 0.51 | 0.01 | -- | 0 |
| Treynor Ratio | 4.01 | 0.08 | 7.09 | 0.13 | -- | 0.05 |
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