UBS (Lux) Equity Fund - Global Sustainable (USD) I-A1-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 | 13.71 | -2.13 | 23.76 | 16.08 | 21.66 | -7.28 | 15.72 | 7.25 |
+/- Category | 1.14 | 4.58 | 4.72 | 5.49 | 3.62 | 2.07 | 2.95 | -0.81 |
+/- Category Index | 0.59 | 1.38 | 2.20 | 3.83 | 2.00 | 0.44 | 0.47 | -1.87 |
% Rank in Category | 32 | 14 | 13 | 16 | 34 | 29 | 31 | 64 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.02 | -0.47 | -0.16 |
1 Week | 1.23 | 0.13 | -0.33 |
1 Month | -2.27 | -0.77 | -1.03 |
3 Months | 4.39 | -1.69 | -2.63 |
6 Months | 12.95 | -2.61 | -3.44 |
YTD | 4.84 | -1.70 | -2.81 |
1 Year | 18.53 | 3.87 | -0.11 |
3 Years Annualised | 7.79 | 1.40 | -0.40 |
5 Years Annualised | 11.24 | 2.55 | 0.71 |
10 Years Annualised | 12.48 | 2.91 | 0.89 |
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 | 7.25 | - | - | - |
2023 | 1.82 | 5.78 | 1.65 | 5.69 |
2022 | -5.76 | -7.69 | 2.18 | 4.31 |
2021 | 5.39 | 6.09 | 2.49 | 6.17 |
2020 | -16.75 | 21.03 | 2.47 | 12.42 |
2019 | 11.23 | 7.96 | 0.42 | 2.63 |
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