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UBS (Lux) Equity Fund - Global Sustainable (USD) I-A1-acc

Growth Of 1000 (GBP) 31/08/2019
Fund:  UBS (Lux) Equity Fund - Global Sustainable (USD) I-A1-acc
Category:  Global Large-Cap Blend Equity
Category Index:  MSCI ACWI NR USD
Growth of 1,000 GBP
Annual Returns (GBP)31/08/2019
 201220132014201520162017201831/08
Price Return11.6026.3913.380.8429.1313.71-2.1320.85
+/- Category2.585.825.94-2.525.641.144.583.47
+/- Category Index0.585.872.74-2.450.460.471.651.84
% Rank in Category221497913321422
Trailing Returns (GBP)19/09/2019
   Total Returns   +/- Category   +/- Category Index
1 Day-0.06   -0.15-0.11
1 Week-1.66   -0.72-0.47
1 Month0.70   -0.140.01
3 Months2.56   -0.09-0.61
6 Months10.52   1.29-0.07
YTD21.44   3.061.67
1 Year7.01   0.92-1.48
3 Years Annualised14.23   4.221.97
5 Years Annualised12.91   2.670.76
10 Years Annualised-   --
 
Quarterly Returns (GBP)31/08/2019
 Quarter 1Quarter 2Quarter 3Quarter 4
201911.237.96--
2018-2.148.496.38-13.34
20175.331.262.244.28
2016-0.578.6710.877.78
20159.07-3.47-8.394.56
20140.641.944.046.22
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Jun 1530 Jun 1630 Jun 1730 Jun 1830 Jun 19
16.353.5127.4513.1910.69
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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