UBS (Lux) Equity Fund - Greater China (USD) I-A1-accRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 42.86 | -7.12 | 37.64 | 30.92 | -18.61 | -10.37 | -14.48 | -3.60 |
+/- Category | 10.83 | 9.15 | 12.79 | -4.46 | -11.77 | 8.36 | -2.15 | -3.73 |
+/- Category Index | 11.53 | 2.38 | 18.64 | 6.71 | -9.98 | 2.18 | -7.99 | -11.75 |
% Rank in Category | 5 | 9 | 9 | 61 | 93 | 16 | 58 | 82 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 4.95 | 0.81 | 1.32 |
1 Week | 11.46 | 2.18 | 2.82 |
1 Month | 9.22 | 0.53 | 0.54 |
3 Months | -1.23 | -0.70 | -4.13 |
6 Months | 5.60 | -0.65 | -8.33 |
YTD | 5.81 | -1.71 | -11.32 |
1 Year | 0.98 | -3.11 | -15.61 |
3 Years Annualised | -6.77 | 1.13 | -4.95 |
5 Years Annualised | -1.76 | -1.50 | -4.56 |
10 Years Annualised | 9.08 | 3.12 | 1.82 |
Category: Greater China Equity | |||
Category Index: MSCI Golden Dragon NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.06 | 5.20 | - | - |
2023 | 0.45 | -9.67 | -2.12 | -3.71 |
2022 | -8.29 | 7.87 | -13.24 | 4.43 |
2021 | -2.61 | -0.31 | -13.57 | -3.01 |
2020 | -0.79 | 17.56 | 8.77 | 3.20 |
2019 | 20.81 | 4.88 | 1.24 | 7.29 |
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