UBS (Lux) Real Estate Funds Selection - Global EUR I-102-accRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.8 | 7.3 | 9.5 | -11.7 | -2.1 | |
+/-Cat | 3.2 | 7.8 | 5.3 | -7.2 | -1.1 | |
+/-B’mrk | - | - | - | - | - | |
Category: Property - Direct Global | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 28/03/2024 | EUR 128.57 | |
Day Change | -0.21% | |
Morningstar Category™ | Property - Direct Global | |
ISIN | LU0498015998 | |
Fund Size (Mil) 28/03/2024 | EUR 6230.91 | |
Share Class Size (Mil) 28/03/2024 | EUR 94.37 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: UBS (Lux) Real Estate Funds Selection - Global EUR I-102-acc |
The investment objective of the fund is to deliver a broadly diversified exposure to major property markets worldwide, including Asia Pacific (mainly Australia and Japan), Europe and North America and in the principal real estate types, being office, retail, logistic, residential and in some cases hospitality and healthcare, and storage. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Paul Guest 28/01/2020 | ||
Konstantina Stamatara 01/01/2021 | ||
Inception Date 31/01/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for UBS (Lux) Real Estate Funds Selection - Global EUR I-102-acc | - |
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