UBS (Lux) Equity Fund - Global Sustainable (USD) (EUR) P-distRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 12.17 | -3.46 | 22.08 | 14.61 | 20.38 | -8.25 | 14.50 | 6.96 |
+/- Category | -0.41 | 3.25 | 3.05 | 4.02 | 2.33 | 1.10 | 1.74 | -1.09 |
+/- Category Index | -0.95 | 0.04 | 0.53 | 2.36 | 0.72 | -0.53 | -0.75 | -2.16 |
% Rank in Category | 53 | 24 | 29 | 21 | 41 | 42 | 40 | 68 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.68 | -1.23 | -1.81 |
1 Week | 0.53 | -0.63 | -1.80 |
1 Month | -2.49 | -1.03 | -1.96 |
3 Months | 2.84 | -2.20 | -3.65 |
6 Months | 12.49 | -3.26 | -5.96 |
YTD | 3.77 | -2.36 | -4.02 |
1 Year | 17.78 | 2.03 | -2.91 |
3 Years Annualised | 6.41 | 0.26 | -1.84 |
5 Years Annualised | 9.78 | 1.18 | -0.70 |
10 Years Annualised | 11.17 | 1.59 | -0.51 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Gbl TME NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.96 | - | - | - |
2023 | 1.55 | 5.50 | 1.38 | 5.41 |
2022 | -6.01 | -7.93 | 1.91 | 4.04 |
2021 | 5.11 | 5.81 | 2.22 | 5.88 |
2020 | -17.03 | 20.62 | 2.13 | 12.12 |
2019 | 10.86 | 7.60 | 0.06 | 2.28 |
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