Fact sheet: Barclays Capital ComBATS

Fund information

Fund name
Barclays Capital ComBATS K JPY
Fund company manager
Barclays
Fund type
SIB
Fund manager(s)
Barclays Funds and Advisory
since 27/02/2012
Fund objective
The fund's objective is to generate returns linked to the performance of the Barclays Capital ComBATS 12 Total Return Index (the Index) which is a diversified commodities index.
Benchmark
Barclays Capital Combats 12 total return index
Investment style
None
Investment method
Futures,Physical

Quick stats

1 Year return

-2.31 %

1 Year rank in sector

79/96

Sector

FO Commodity & Energy

Yield
-
Fund size

£ 7.4 m

FE Risk score

135

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Money Market
    65.87%
  • Foreign Exchange
    34.13%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.99 %-2.25 %-2.31 %-7.13 %-5.91 %
Sector5.89 %10.64 %4.77 %8.21 %-11.31 %
Rank within sector97 / 9795 / 9779 / 9673 / 9436 / 80
Quartile th4 th4 th4 th4 th2 nd

Calendar performance

YTD-20182017201620152014
Fund-0.39 %0.27 %-10.02 %3.47 %3.08 %
Sector2.34 %5.63 %23.06 %-19.83 %-8.99 %
Rank within sector84 / 9771 / 9694 / 9510 / 9421 / 85
Quartile th4 th3 rd4 th1 st1 st

Risk statistics

Alpha-2.1
Beta0
Sharpe-0
Volatility6.03
Tracking error14.22
Information ratio-0.25
R-Squared0

Price movement

52 week high9269.54
52 week low8879.74
Current bid price0
Current offer price0
Current mid price8885.94

Holdings by region

-

Holdings by sector

  • 65.87% Money Market
  • 34.13% Foreign Exchange

Holdings by asset type

-

Individual holdings

-