UBS (Lux) Equity Fund - Global Sustainable (USD) Q-accRegister 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 | 13.31 | -2.47 | 23.33 | 15.69 | 21.25 | -7.59 | 15.33 | 7.15 |
+/- Category | 0.74 | 4.25 | 4.30 | 5.10 | 3.20 | 1.75 | 2.57 | -0.90 |
+/- Category Index | 0.19 | 1.04 | 1.78 | 3.43 | 1.59 | 0.12 | 0.08 | -1.97 |
% Rank in Category | 36 | 15 | 16 | 17 | 36 | 33 | 35 | 65 |
Trailing Returns (GBP) | 29/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.19 | -0.39 | 0.09 |
1 Week | 0.75 | 0.08 | 0.39 |
1 Month | -1.73 | -0.09 | -0.23 |
3 Months | 3.40 | -1.57 | -1.77 |
6 Months | 15.75 | -0.87 | -2.72 |
YTD | 5.31 | -1.04 | -2.18 |
1 Year | 19.51 | 3.88 | 0.46 |
3 Years Annualised | 7.68 | 1.46 | -0.48 |
5 Years Annualised | 10.82 | 2.27 | 0.45 |
10 Years Annualised* | 12.07 | 2.45 | 0.48 |
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 | 7.15 | - | - | - |
2023 | 1.74 | 5.69 | 1.57 | 5.60 |
2022 | -5.84 | -7.77 | 2.10 | 4.22 |
2021 | 5.30 | 6.00 | 2.40 | 6.08 |
2020 | -16.82 | 20.93 | 2.38 | 12.32 |
2019 | 11.13 | 7.87 | 0.33 | 2.54 |
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