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Barclays GA - US Equity M Dis GBP

Ranked 127 out of 131 in - US over 12 months
All calculations are in USD unless stated

Managed by

Ziad Abou Gergi

Objective

The Fund seeks long-term capital growth primarily through investment in US companies. The Fund invests primarily in common stock, preferred shares and securities convertible into common stock, of companies across a range of industries, domiciled in the US or having significant operations in the US, and listed or traded on a US Regulated Market or in a Regulated Market of an OECD country. The Fund will have a bias towards larger capitalised stocks considered to be trading at a discount to their intrinsic value.

Showing fund performance in Singapore View performance globally

Performance

US over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% -5.9% 5.5%
2017 27.0% 4.4% 6.5% 6.5% 7.3%
2016 -6.9% -2.8% -5.2% 0.5% 0.6%
2015 -10.7% -5.8% 5.9% -12.9% 2.8%
2014 3.6% 1.9% 8.9% -6.7% 0.1%
2013 33.8% 4.0% 3.2% 13.6% 9.7%
2012 17.8% 13.8% -7.5% 12.3% -0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Gibraltar
  3. Guernsey
  4. Ireland
  5. Isle of Man
  6. Jersey
  7. Portugal
  8. Singapore
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date03/11/2011
  • Share Class size673Mn
  • Base currencyGBP
  • ISIN IE00B6VBF420

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.90%
  • Initial investment0.00%

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