Barclays UK Fundamental Relationships

IE0031654456 -- Ireland Fund  

GBp 139.00  0.00  0.00%

The Drivers Module shows relationships between Barclays UK's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Barclays UK Balanced B over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Barclays UK Balanced Bond Positions Weight vs. Equity Positions Weight Fundamental Analysis

Barclays UK Balanced B is currently considered the top fund in equity positions weight among similar funds. It is currently considered the top fund in bond positions weight among similar funds creating about  0.45  of Bond Positions Weight per Equity Positions Weight. The ratio of Equity Positions Weight to Bond Positions Weight for Barclays UK Balanced B is roughly  2.24 
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Barclays UK 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
58.04 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Barclays UK 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
25.93 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

Barclays UK Balanced Bond Positions Weight Comparison

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