Barclays Global Markets Adventurous Fund

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There is only one type of share class for this fund.

Barclays Global Markets Adventurous Fund R Acc GBP

Category GBP Allocation 80%+ Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

270.60p

arrow-up1.20p (+0.45%)

Fund Code

BCMCA

B4YPY06

GB00B4YPY060

Prices updated as at 08 May 2025
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Prices in GBX
Investment objective
The Fund seeks to provide capital growth and income over the long term (a period of at least 5 years). The Fund is classified as adventurous or risk profile 5 in the Barclays Global Markets fund range (which includes Funds with risk profiles from 1 to 5). This means its overall exposure to equity securities (shares of companies and other equity related investments) will not be less than 70% of its assets. The Fund invests at least 70% of its assets in other funds (“Second Schemes”). These will be passively managed (funds that reflect the performance of an index) and can include exchange traded funds (funds listed and traded on a stock exchange).
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

YearThis fundGBP Allocation 80%+ Equity
31 Mar 14 - 31 Mar 158.7911.07
31 Mar 15 - 31 Mar 16-5.00-3.53
31 Mar 16 - 31 Mar 1722.4518.97
31 Mar 17 - 31 Mar 183.972.25
31 Mar 18 - 31 Mar 197.074.55
31 Mar 19 - 31 Mar 20-7.49-9.43
31 Mar 20 - 31 Mar 2133.6832.92
31 Mar 21 - 31 Mar 228.516.16
31 Mar 22 - 31 Mar 23-1.37-4.01
31 Mar 23 - 31 Mar 2415.8612.64
31 Mar 24 - 31 Mar 255.162.51

Trailing returns (%)

YearThis fundGBP Allocation 80%+ Equity
1 Day0.4546.33
1 Month8.1556.78
3 Months-6.2036.50
6 Months-2.3142.78
1 Year3.6848.27
3 Years annualised7.3618.79
5 Years annualised9.9916.41
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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