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Barclays GlobalBeta Portfolio 4 CD GBP

Ranked 6 out of 20 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The investment objective is to achieve capital growth over the long term. In order to achieve this objective, the Fund will invest predominantly in collective investment undertakings including, but not restricted to, Exchange Traded Funds. While the Fund is a fund of funds, it may also invest directly in, and manage exposure to, shares of companies, government and corporate bonds and other transferable securities, including certificates of deposit, floating rate notes and commercial paper.

Showing fund performance in Gibraltar View performance globally

Performance

Global over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6%
2017 11.9% 4.3% 0.9% 2.0% 4.3%
2016 16.4% 1.5% 3.6% 5.5% 4.9%
2015 -3.2% 3.3% -2.7% -7.3% 4.0%
2014 5.1% 0.7% 3.5% -0.7% 1.6%
2013 11.1% 4.6% -1.5% 3.8% 3.9%
2012 10.6% 8.0% -3.6% 5.1% 1.1%
2011 -7.1% 2.5% 0.0% -13.6% 5.0%
2010 8.2% 3.6% -9.1% 8.9% 5.5%
2009 21.5% -8.7% 13.3% 12.6% 4.3%
2008 -12.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Gibraltar
  3. Guernsey
  4. Isle of Man
  5. Jersey
  6. Luxembourg
  7. Singapore
  8. Spain
  9. United Kingdom

Fund Info

  • Launch date17/09/2008
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN LU0356832831

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).