UBS UK Equity Income Fund Class K Accumulation Shares (Net)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |||
Price Return | 14.83 | -20.73 | 25.27 | 11.34 | 7.14 | 10.41 | ||
+/- Category | -4.12 | -8.17 | 7.46 | 14.78 | 0.39 | 5.59 | ||
+/- Category Index | - | - | - | - | -0.48 | 4.27 | ||
% Rank in Category | 79 | 93 | 8 | 1 | 56 | 2 |
Trailing Returns (GBP) | 20/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.54 | -0.05 | 0.40 |
1 Week | 0.99 | -0.22 | 0.44 |
1 Month | 9.81 | 1.19 | 2.43 |
3 Months | 15.59 | 4.72 | 4.77 |
6 Months | 18.51 | 3.51 | 4.03 |
YTD | 14.62 | 4.91 | 4.26 |
1 Year | 15.79 | 2.99 | 3.19 |
3 Years Annualised | 13.99 | 7.31 | 5.36 |
5 Years Annualised | 7.45 | 1.84 | 1.44 |
10 Years Annualised | - | - | - |
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 | 4.29 | - | - | - |
2023 | 3.21 | -1.30 | 3.95 | 1.18 |
2022 | 6.43 | -3.85 | -2.96 | 12.13 |
2021 | 12.05 | 3.62 | 5.39 | 2.37 |
2020 | -35.87 | 9.16 | -9.23 | 24.74 |
2019 | 8.57 | -0.26 | 0.73 | 5.28 |
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