UBAM - Swiss Equity UC CHF

Growth Of 1000 (GBP) 31/12/2020
Fund:  UBAM - Swiss Equity UC CHF
Category:  Switzerland Equity
Category Index:  MSCI Switzerland NR CHF
Growth of 1,000 GBP
Annual Returns (GBP)31/12/2020
Price Return28.397.6611.7615.9020.50-11.1330.7414.12
+/- Category3.002.363.43-2.176.10-4.714.673.68
+/- Category Index4.131.535.512.448.59-7.703.535.92
% Rank in Category1191164485511
Trailing Returns (GBP)19/01/2021
   Total Returns   +/- Category   +/- Category Index
1 Day-0.21   0.11-0.43
1 Week0.08   0.06-0.33
1 Month2.94   0.781.46
3 Months6.31   0.263.59
6 Months6.21   0.205.05
YTD2.09   0.381.03
1 Year12.23   2.997.26
3 Years Annualised9.68   0.50-0.55
5 Years Annualised14.52   1.391.78
10 Years Annualised*12.19   2.201.78
Quarterly Returns (GBP)31/12/2020
 Quarter 1Quarter 2Quarter 3Quarter 4
Standardised Performance
Yr toYr toYr toYr toYr to
31 Dec 1631 Dec 1731 Dec 1831 Dec 1931 Dec 20
* This share class has performance data calculated prior to the inception date, 2014-03-17. This is based upon a simulated/extended track record, using the track record of UBAM Swiss Equity AC CHF (ISIN: LU0073503921), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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