Barclays Cautious Portfolio R Dis NAV

IMA Sector:

Mixed Investment 20-60% Shares

ISIN:

GB0001572410

Fund Type:

Unit Trust

48.91p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 09-Mar-2018
  • Change: -0.21p
  • Change %: -0.43%
  • Currency: GBP
  • YTD change: 48.91p
  • YTD %: n/a

Fund Objective

To provide capital growth and rising income over time.

Fund Details

Latest Price 48.91p IMA Sector Mixed Investment 20-60% Shares
Currency British Pound Launch Date 29/09/1997
Fund Size n/a Fund Manager Michael Green / James Pike
ISIN GB0001572410 Dividend 0.29p
 

Price Info

Date 09-Mar-2018
NAV 48.91p
Currency GBP
Change -0.21p
% -0.43%
YTD change 48.91p
YTD % n/a

Fund Facts

Fund Inception 29/09/1997
Fund Manager Michael Green / James Pike
TER 2.09 (30-Nov-2011)

Fund Reports

Minimum Investment
Initial £250000
Additional n/a
Savings £10000
Charges
Initial 4.50%
Annual Mang't 1.35%
Exit n/a

Risks

Name %
Standard deviation 0.00
Sharpe ratio -0.07

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