UBS UK Equity Income Fund Class K Income Shares (Net)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |||
Price Return | 14.83 | -20.73 | 25.31 | 11.37 | 7.08 | 10.41 | ||
+/- Category | -4.12 | -8.17 | 7.50 | 14.81 | 0.32 | 5.58 | ||
+/- Category Index | - | - | - | - | -0.54 | 4.27 | ||
% Rank in Category | 79 | 92 | 8 | 1 | 56 | 2 |
Trailing Returns (GBP) | 21/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.79 | -1.38 | -0.92 |
1 Week | 0.03 | -1.17 | -0.52 |
1 Month | 8.95 | 0.32 | 1.57 |
3 Months | 15.95 | 5.08 | 5.13 |
6 Months | 18.26 | 3.27 | 3.78 |
YTD | 13.71 | 4.00 | 3.35 |
1 Year | 14.84 | 2.04 | 2.23 |
3 Years Annualised | 13.43 | 6.75 | 4.80 |
5 Years Annualised | 7.08 | 1.47 | 1.08 |
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 | 3.18 | -1.31 | 3.95 | 1.16 |
2022 | 6.44 | -3.84 | -2.95 | 12.12 |
2021 | 12.06 | 3.63 | 5.40 | 2.38 |
2020 | -35.87 | 9.17 | -9.23 | 24.74 |
2019 | 8.57 | -0.26 | 0.73 | 5.28 |
|
Advertisement |