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BARCLAYS UK GROWTH PLUS PORTFOLIO B - Fund overview

No Bestinvest rating


Overview of BARCLAYS UK GROWTH PLUS PORTFOLIO B

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. BARCLAYS UK GROWTH PLUS PORTFOLIO B does not fall into either of these categories at present.

Standard Initial Charge

5.00% –

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  October, 2004
Size  £98m
Yield 0.3%
Charging basis  –
Dividends paid  Dec, Jun
Bid price 121.70p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest –
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 2.21%
Reduction in yield (10yr) 2.21%

Bestinvest says


No information available.

Portfolio

barclays uk growth plus portfolio b asset allocation illustration
Allocation Proportion
Equity 88%
High yield bonds 1%
Quality bonds –
Property 2%
Commodities 1%
Hedge 5%
Fund cash 3%
barclays uk growth plus portfolio b equity geographic illustration
Allocation Proportion
UK 35%
Europe 13%
Nth America 29%
Japan 4%
Pacific 4%
Other Equity 15%
barclays uk growth plus portfolio b equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for BARCLAYS UK GROWTH PLUS PORTFOLIO B

Investment process


No information available.

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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