UBS UK Equity Income Fund Class C Income 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 | 11.70 | -13.67 | 13.99 | -21.33 | 24.33 | 10.47 | 6.48 | 10.21 |
+/- Category | 0.97 | -3.12 | -4.96 | -8.78 | 6.52 | 13.91 | -0.28 | 5.39 |
+/- Category Index | - | - | - | - | - | - | -1.14 | 4.07 |
% Rank in Category | 36 | 80 | 83 | 95 | 12 | 1 | 62 | 2 |
Trailing Returns (GBP) | 20/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.53 | -0.05 | 0.40 |
1 Week | 0.97 | -0.23 | 0.43 |
1 Month | 9.75 | 1.13 | 2.38 |
3 Months | 15.43 | 4.56 | 4.61 |
6 Months | 18.16 | 3.17 | 3.68 |
YTD | 14.38 | 4.67 | 4.02 |
1 Year | 15.13 | 2.33 | 2.52 |
3 Years Annualised | 13.21 | 6.53 | 4.57 |
5 Years Annualised | 6.68 | 1.07 | 0.68 |
10 Years Annualised | 5.99 | 0.64 | 0.05 |
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 | 4.16 | - | - | - |
2023 | 3.02 | -1.44 | 3.80 | 1.02 |
2022 | 6.24 | -4.05 | -3.14 | 11.89 |
2021 | 11.84 | 3.43 | 5.19 | 2.18 |
2020 | -35.99 | 8.96 | -9.42 | 24.52 |
2019 | 8.38 | -0.44 | 0.53 | 5.08 |
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