Barclays UK Alpha Fund R Acc GBP

Name
Barclays UK Alpha Fund R Acc GBP
Manager
Barclays Multi-Manager Fund (UK)
Type
Open Ended Investment Company
ISIN
GB00B6TRT400
Sector
UK All Companies
Launched
26/11/2012
OCF
1.1 %
Risk Rating
2
3 Year Sharpe
0.58
3 Year Alpha
-0.95
Yield
2.5 %
Benchmark
FTSE AllSh TR GBP
The Fund seeks superior long-term capital growth primarily through investment in UK 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 UK or having significant operations in the UK, and listed or traded on a Regulated Market in the UK or in an OECD Country. The Investment Manager and/or sub-investment manager(s) will use stock selection techniques which aim to generate superior long-term capital growth. The allocation to individual companies within the portfolio will be actively managed. The Fund is not subject to any capitalisation restrictions. The Fund will invest at least 70% of its assets in the common stocks and preferred shares of UK companies.
Holding %
BP PLC 6.02 %
GlaxoSmithKline PLC 4.53 %
Tesco PLC 4.40 %
Royal Dutch Shell PLC B 3.67 %
Vodafone Group PLC 2.59 %
Aviva PLC 2.42 %
Barclays PLC 2.25 %
Centrica PLC 1.95 %
BT Group PLC 1.74 %
HSBC Holdings PLC 1.70 %
Region %
United Kingdom 92.47 %
Sector %
Financial Services 18.68 %
Industrials 15.67 %
Consumer Cyclical 15.00 %
Energy 12.19 %
Consumer Defensive 11.04 %
Healthcare 8.44 %
Communication Services 6.98 %
Basic materials 6.07 %
Name
Barclays Multi-Manager Fund (UK)
Address
United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Not Disclosed
Joined 12/07/2005

Data provided by Morningstar.

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