UBS (Lux) Equity Fund - Global Sustainable (USD) Q-accRegister 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 | 13.31 | -2.47 | 23.33 | 15.69 | 21.25 | -7.59 | 15.33 | 4.49 |
+/- Category | 0.74 | 4.25 | 4.30 | 5.10 | 3.20 | 1.75 | 2.57 | -1.40 |
+/- Category Index | 0.19 | 1.04 | 1.78 | 3.43 | 1.59 | 0.12 | 0.08 | -2.03 |
% Rank in Category | 36 | 15 | 16 | 17 | 36 | 33 | 35 | 74 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.43 | -0.16 | -0.21 |
1 Week | 1.12 | 0.85 | 0.85 |
1 Month | -1.37 | -0.17 | -1.03 |
3 Months | 3.26 | -1.41 | -2.00 |
6 Months | 11.56 | -2.12 | -3.78 |
YTD | 5.18 | -1.20 | -2.90 |
1 Year | 19.87 | 4.36 | -1.02 |
3 Years Annualised | 7.95 | 1.70 | -0.60 |
5 Years Annualised | 11.09 | 2.25 | 0.29 |
10 Years Annualised* | 12.04 | 2.52 | 0.42 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Gbl TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
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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