UBS (Lux) Equity Fund - European Opportunity Sustainable (EUR) I-A1-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 | 13.20 | -3.51 | 18.58 | 16.25 | 14.52 | -11.57 | 8.77 | 5.83 |
+/- Category | -1.38 | 8.33 | 0.96 | 11.93 | -0.81 | -3.27 | -2.80 | -0.13 |
+/- Category Index | -1.09 | 5.75 | -0.52 | 13.69 | -3.12 | -7.02 | -4.41 | -1.68 |
% Rank in Category | 70 | 3 | 45 | 5 | 66 | 79 | 82 | 60 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.58 | 0.37 | -0.40 |
1 Week | 1.98 | 0.26 | 0.32 |
1 Month | -1.38 | 1.25 | 0.13 |
3 Months | -2.22 | 1.59 | 0.48 |
6 Months | 5.58 | 0.10 | -1.06 |
YTD | 5.10 | 0.12 | -1.68 |
1 Year | 8.84 | -0.82 | -3.63 |
3 Years Annualised | 0.76 | -2.58 | -4.77 |
5 Years Annualised | 6.22 | 0.02 | -1.58 |
10 Years Annualised | 7.83 | 0.74 | 0.15 |
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 | 4.03 | 1.04 | - | - |
2023 | 5.57 | 0.04 | -0.85 | 3.87 |
2022 | -8.32 | -8.27 | -1.79 | 7.07 |
2021 | -0.22 | 8.16 | 1.73 | 4.31 |
2020 | -14.09 | 19.79 | 2.60 | 10.10 |
2019 | 7.69 | 8.39 | 0.73 | 0.85 |
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