Barclays UK Lower Cap Fund R Acc GBP

Name
Barclays UK Lower Cap Fund R Acc GBP
Manager
Barclays Multi-Manager Fund (UK Series 2)
Type
Open Ended Investment Company
ISIN
GB00B6QSZX77
Sector
UK All Companies
Launched
16/11/2012
OCF
1.32 %
Risk Rating
4
3 Year Sharpe
0.99
3 Year Alpha
5.47
Yield
1 %
Benchmark
FTSE Allsh Ex 100 Ex Invt Trust TR GBP
The Fund seeks long-term capital growth primarily through investment in UK companies excluding those companies with a large market capitalisation. The Fund invests primarily in common stock, preferred shares and securities convertible into common stock of lower capitalisation companies domiciled in the UK or having significant operations in the UK, and listed on a UK Regulated Market or the Regulated Market of an OECD Country. UK lower capitalisation companies are those whose market capitalisation, at the time of purchase, is outside the size range of companies in the FTSE 100 Index. The Fund will invest at least 70% of its assets in the common stocks and preferred shares of medium and smaller sized UK companies.
Holding %
SSP Group PLC 3.53 %
Bodycote PLC 3.39 %
Homeserve PLC 3.39 %
Workspace Group PLC 3.12 %
Synthomer PLC 2.62 %
Ascential PLC 2.59 %
Electrocomponents PLC 2.40 %
Indivior PLC 2.35 %
Onesavings Bank PLC 1.82 %
Fevertree Drinks PLC 1.69 %
Region %
United Kingdom 96.83 %
Sector %
Consumer Cyclical 24.59 %
Industrials 21.64 %
Financial Services 13.54 %
Real Estate 12.56 %
Basic materials 6.71 %
Healthcare 6.49 %
Name
Barclays Multi-Manager Fund (UK Series 2)
Address
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Not Disclosed
Joined 11/10/2006

Data provided by Morningstar.

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