Barclays UK Lower Cap R Dis GBP

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.87%
  • 3 Year sharpe-0.07
  • 3 Year alpha4.54
  • Distribution Typeincome
  • BenchmarkFTSE Allsh Ex 100 Ex Invt Trust TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.41%
  • IA SectorUK All Companies
  • Manager GroupBarclays
  • DomicileUnited Kingdom

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.

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