UBS (Lux) Strategy Fund - Yield Sustainable (CHF) P-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 | 1.19 | -2.70 | 6.43 | 8.07 | 2.29 | -6.86 | 7.22 | -6.89 |
+/- Category | 1.62 | -2.59 | 0.74 | 0.07 | 0.49 | -4.61 | -0.49 | -1.68 |
+/- Category Index | 2.54 | -6.13 | 2.81 | -0.05 | 1.34 | -0.77 | -8.68 | -3.22 |
% Rank in Category | 21 | 89 | 36 | 55 | 38 | 95 | 70 | 92 |
Trailing Returns (GBP) | 13/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.27 | 0.07 | -0.27 |
1 Week | 0.70 | 0.07 | 0.40 |
1 Month | 0.58 | 0.91 | 0.67 |
3 Months | 0.08 | 0.53 | -1.40 |
6 Months | 3.10 | 0.74 | -2.11 |
YTD | -4.47 | 0.16 | -2.22 |
1 Year | 0.38 | -1.31 | -7.09 |
3 Years Annualised | 0.41 | -1.92 | -4.29 |
5 Years Annualised | 2.16 | -0.97 | -1.74 |
10 Years Annualised | 3.03 | -0.04 | -1.81 |
Category: CHF Cautious Allocation | |||
Category Index: Cat 75%Citi SwissGBI&25%MSCI Wld Free NR |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -4.00 | - | - | - |
2023 | 0.47 | -0.85 | -0.50 | 8.18 |
2022 | -4.75 | -4.31 | 1.09 | 1.08 |
2021 | -5.62 | 4.37 | 0.83 | 2.99 |
2020 | -6.25 | 11.23 | 0.59 | 3.02 |
2019 | 2.07 | 6.17 | 0.88 | -2.65 |
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