UBS (Lux) Equity Fund - Global Sustainable (USD) I-A1-accRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 13.71 | -2.13 | 23.76 | 16.08 | 21.66 | -7.28 | 15.72 | 4.91 |
+/- Category | 1.14 | 4.58 | 4.72 | 5.49 | 3.62 | 2.07 | 2.95 | 0.05 |
+/- Category Index | 0.59 | 1.38 | 2.20 | 3.83 | 2.00 | 0.44 | 0.47 | -0.81 |
% Rank in Category | 32 | 14 | 13 | 16 | 34 | 29 | 31 | 53 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.50 | 0.38 | -0.08 |
1 Week | 1.45 | 0.11 | 0.14 |
1 Month | 2.97 | 0.02 | -0.50 |
3 Months | 7.20 | -0.89 | -2.14 |
6 Months | 13.19 | -1.29 | -2.50 |
YTD | 7.21 | -0.61 | -1.79 |
1 Year | 25.32 | 5.76 | 1.71 |
3 Years Annualised | 9.92 | 1.55 | -0.22 |
5 Years Annualised | 13.04 | 3.02 | 1.02 |
10 Years Annualised | 12.73 | 3.00 | 0.92 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Gbl TME NR USD |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 1.82 | 5.78 | 1.65 | 5.69 |
2022 | -5.76 | -7.69 | 2.18 | 4.31 |
2021 | 5.39 | 6.09 | 2.49 | 6.17 |
2020 | -16.75 | 21.03 | 2.47 | 12.42 |
2019 | 11.23 | 7.96 | 0.42 | 2.63 |
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