UBS UK Equity Income Fund Class C Accumulation Shares (Net)Register 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 | 11.71 | -13.68 | 13.99 | -21.33 | 24.33 | 10.49 | 6.48 | 10.21 |
+/- Category | 0.98 | -3.13 | -4.96 | -8.77 | 6.52 | 13.93 | -0.28 | 5.39 |
+/- Category Index | - | - | - | - | - | - | -1.14 | 4.07 |
% Rank in Category | 36 | 80 | 84 | 95 | 12 | 1 | 62 | 3 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.63 | -0.14 | 0.18 |
1 Week | 1.30 | -0.14 | 0.30 |
1 Month | 5.71 | 2.30 | 1.95 |
3 Months | 12.47 | 5.29 | 3.57 |
6 Months | 16.53 | 3.51 | 3.66 |
YTD | 10.28 | 4.84 | 3.24 |
1 Year | 12.66 | 4.43 | 3.61 |
3 Years Annualised | 12.33 | 6.69 | 4.41 |
5 Years Annualised | 5.33 | 0.87 | 0.11 |
10 Years Annualised | 5.51 | 0.66 | -0.08 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.15 | - | - | - |
2023 | 3.01 | -1.44 | 3.81 | 1.03 |
2022 | 6.23 | -4.03 | -3.14 | 11.90 |
2021 | 11.83 | 3.43 | 5.20 | 2.17 |
2020 | -35.98 | 8.95 | -9.41 | 24.52 |
2019 | 8.38 | -0.44 | 0.54 | 5.07 |
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