UBAM - Swiss Equity AC CHF

Growth Of 1000 (GBP) 30/09/2020
Fund:  UBAM - Swiss Equity AC CHF
Category:  Switzerland Equity
Category Index:  MSCI Switzerland NR CHF
Growth of 1,000 GBP
Annual Returns (GBP)30/09/2020
 201320142015201620172018201930/09
Price Return28.397.3611.3915.5020.08-11.4430.279.18
+/- Category3.002.063.06-2.585.69-5.024.202.57
+/- Category Index4.131.235.142.038.18-8.013.063.49
% Rank in Category11131276588616
Trailing Returns (GBP)26/10/2020
   Total Returns   +/- Category   +/- Category Index
1 Day-1.18   -0.35-0.80
1 Week-2.34   -0.07-0.49
1 Month-2.13   -0.830.20
3 Months-1.26   -0.450.81
6 Months10.51   0.235.30
YTD6.72   2.482.68
1 Year12.34   3.204.74
3 Years Annualised7.59   0.43-1.40
5 Years Annualised11.97   1.081.41
10 Years Annualised11.56   1.821.45
 
Quarterly Returns (GBP)30/09/2020
 Quarter 1Quarter 2Quarter 3Quarter 4
2020-7.7814.703.22-
201910.8811.802.842.18
2018-5.693.984.70-13.74
20179.715.920.962.35
2016-0.406.468.710.21
201514.08-5.23-4.047.36
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1630 Sep 1730 Sep 1830 Sep 1930 Sep 20
23.7517.575.089.9711.57
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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