UBS (Lux) SICAV 1 - All-Rounder (USD) (CHF hedged) P-accRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 0.63 | -0.63 | 6.49 | 9.40 | 4.91 | -4.30 | 6.65 | -7.15 |
+/- Category | -1.97 | 2.15 | -3.07 | 0.53 | -0.77 | 0.47 | -2.31 | -3.78 |
+/- Category Index | -2.26 | -1.97 | -3.31 | -0.46 | -3.01 | 2.25 | -9.60 | -6.88 |
% Rank in Category | 79 | 22 | 88 | 46 | 64 | 41 | 85 | 95 |
Trailing Returns (GBP) | 07/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.43 | -0.04 | 0.24 |
1 Week | 2.44 | 0.60 | 1.88 |
1 Month | 0.08 | 0.09 | -0.20 |
3 Months | -1.10 | 0.45 | -3.10 |
6 Months | 3.09 | -2.13 | -7.05 |
YTD | -4.88 | -1.64 | -6.08 |
1 Year | 0.17 | -5.52 | -13.05 |
3 Years Annualised | 0.20 | -2.56 | -5.60 |
5 Years Annualised | 3.83 | -1.49 | -2.91 |
10 Years Annualised | 3.50 | -0.93 | -3.94 |
Category: CHF Moderate Allocation | |||
Category Index: Cat 50%Citi SwissGBI&50%MSCI Wld Free NR |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -4.74 | - | - | - |
2023 | 0.55 | -2.42 | -0.66 | 9.41 |
2022 | -0.33 | -4.98 | -1.34 | 2.44 |
2021 | -5.37 | 5.94 | 0.97 | 3.63 |
2020 | -5.78 | 9.11 | 0.78 | 5.60 |
2019 | 1.59 | 6.56 | 1.76 | -3.34 |
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