UBS (Irl) Investor Selection - Equity Opportunity Long Short Fund I-B-accRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 5.01 | 5.06 | 1.54 | 20.54 | -1.81 | 4.39 | -13.13 | 11.74 |
+/- Category | -0.37 | 8.75 | -0.70 | 10.10 | -6.10 | 4.59 | -15.07 | 7.16 |
+/- Category Index | -8.11 | 8.57 | -20.02 | 8.29 | -21.48 | 12.11 | -28.38 | -0.49 |
% Rank in Category | 53 | 10 | 46 | 23 | 69 | 40 | 95 | 10 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.34 | -1.69 | -2.35 |
1 Week | 0.24 | 0.02 | 0.65 |
1 Month | -3.46 | -1.84 | -1.75 |
3 Months | -2.29 | -0.39 | -4.95 |
6 Months | 3.39 | 0.53 | -5.94 |
YTD | 7.83 | 3.65 | -2.83 |
1 Year | 6.31 | -2.86 | -10.69 |
3 Years Annualised | 0.04 | -3.59 | -7.82 |
5 Years Annualised | 1.58 | -2.65 | -8.11 |
10 Years Annualised | 4.54 | -0.77 | -6.91 |
Category: Long/Short Equity - Global | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.25 | 6.17 | - | - |
2023 | -5.18 | -4.84 | 0.93 | -4.62 |
2022 | -6.90 | 6.45 | 6.02 | -0.65 |
2021 | -10.39 | 3.67 | 2.51 | 3.10 |
2020 | 10.16 | 5.10 | 8.11 | -3.69 |
2019 | 0.05 | 7.67 | -1.25 | -4.55 |
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