UBAM - Swiss Equity UC CHF

Morningstar Rating™(Relative to Category)31/12/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAbove Average4 star
10-Year*HighAbove Average4 star
Overall*Above AverageAbove Average4 star
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1 Year Daily Volatility Chart (annualised)
  • UBAM - Swiss Equity UC CHF
  • MSCI Switzerland NR CHF
Volatility Measurements31/12/2020
3-Yr Std Dev12.29 %
3-Yr Mean Return10.66 %
3-Yr Sharpe Ratio0.78
Modern Portfolio Statistics31/12/202031/12/2020
 Standard IndexBest Fit Index
 MSCI Switzerland NR CHF  MSCI Europe Growth NR EUR
3-Yr Beta1.000.83
3-Yr Alpha0.022.16
* 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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