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

Morningstar Rating™(Relative to Category)31/08/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearAbove AverageAbove Average4 star
10-Year--Not Rated
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • UBS (Lux) Equity Fund - Global Sustainable (USD) I-A1-acc
  • MSCI ACWI NR USD
%
Volatility Measurements31/08/2019
 
3-Yr Std Dev10.60 %
3-Yr Mean Return14.50 %
 
3-Yr Sharpe Ratio1.24
 
Modern Portfolio Statistics31/08/201931/08/2019
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  Morningstar DM NR USD
3-Yr Beta1.101.10
3-Yr Alpha1.220.98
 
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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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