Barclays UK Alpha R Dis GBP

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.34%
  • 3 Year sharpe0.32
  • 3 Year alpha-1.28
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.07%
  • IA SectorUK All Companies
  • Manager GroupBarclays
  • DomicileUnited Kingdom
  • ISINGB00B51BVV49

Investment Strategy

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. The UK Companies can operate in any industry, and be any size (i.e., any “market capitalisation” (the share price of the company multiplied by the number of shares issued)). It is intended that the Investment Manager and/or sub-investment manager will select equity securities across the FTSE All-Share Index (Total Return)*, the Fund’s reference index (the “Reference Index”), to generate long term capital growth.

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