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BARCLAYS UK LOWER CAP A S2 - Fund overview

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Overview of BARCLAYS UK LOWER CAP A S2

The objective of the fund is to obtain capital growth from investment in a portfolio of smaller companies.

Standard Initial Charge

4.50% 4.50%

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to save 0.00%

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Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  June, 1987
Size  £61m
Yield 0.3%
Charging basis  –
Dividends paid  15/7.
Bid price(inc) 154.80p 0.10p
Bid price(acc) 220.50p 0.20p

Fund Charges

Standard Initial charge 4.50%
Initial charge via Bestinvest 4.50%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.62%
Reduction in yield (10yr) 2.07%

Bestinvest says


No information available.

Portfolio

barclays uk lower cap a s2 asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 1%
barclays uk lower cap a s2 equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
barclays uk lower cap a s2 equity capitalisation illustration
Allocation Proportion
Large Caps 0%
Mid Caps 0%
Small Caps 100%

View all performance data for BARCLAYS UK LOWER CAP A S2

Investment process


Aim: Capital growth from investment in smaller companies.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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