UBS (Lux) Equity Fund - European Opportunity Sustainable (EUR) U-X-accRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 14.34 | -2.54 | 19.75 | 17.33 | 15.33 | -10.95 | 9.53 | 6.27 |
+/- Category | -0.24 | 9.30 | 2.14 | 13.01 | 0.01 | -2.65 | -2.03 | 0.30 |
+/- Category Index | 0.04 | 6.72 | 0.66 | 14.77 | -2.31 | -6.40 | -3.65 | -1.24 |
% Rank in Category | 52 | 2 | 28 | 4 | 58 | 76 | 74 | 55 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.58 | 0.37 | -0.40 |
1 Week | 1.99 | 0.27 | 0.33 |
1 Month | -1.32 | 1.31 | 0.19 |
3 Months | -2.05 | 1.76 | 0.65 |
6 Months | 5.95 | 0.47 | -0.70 |
YTD | 5.56 | 0.57 | -1.23 |
1 Year | 9.61 | -0.06 | -2.87 |
3 Years Annualised | 1.47 | -1.88 | -4.06 |
5 Years Annualised | 7.04 | 0.84 | -0.76 |
10 Years Annualised | 8.78 | 1.70 | 1.11 |
Category: Europe Large-Cap Blend Equity | |||
Category Index: Morningstar DM Eur TME NR EUR |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.21 | 1.21 | - | - |
2023 | 5.76 | 0.22 | -0.68 | 4.05 |
2022 | -8.16 | -8.11 | -1.62 | 7.26 |
2021 | -0.04 | 8.35 | 1.91 | 4.49 |
2020 | -13.87 | 20.08 | 2.86 | 10.29 |
2019 | 7.94 | 8.66 | 0.99 | 1.10 |
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