UBS (Lux) Real Estate Funds Selection - Global (USD hedged) I-96-IncRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | -13.0 | -6.1 | |
+/-Cat | - | - | - | -8.5 | -3.0 | |
+/-B’mrk | - | - | - | - | - | |
Category: Property - Direct Global | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 30/09/2024 | USD 84.98 | |
Day Change | -0.04% | |
Morningstar Category™ | Property - Direct Global | |
ISIN | LU1435275570 | |
Fund Size (Mil) 30/09/2024 | EUR 5999.55 | |
Share Class Size (Mil) 30/09/2024 | USD 11.19 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: UBS (Lux) Real Estate Funds Selection - Global (USD hedged) I-96-Inc |
The investment objective of the fund is to deliver a broadly diversified exposure to major property markets worldwide, including Asia Pacific (mainly Australia and Japan), Europe and North America and in the principal real estate types, being office, retail, logistic, residential and in some cases hospitality and healthcare, and storage. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Paul Guest 28/01/2020 | ||
Konstantina Stamatara 01/01/2021 | ||
Inception Date 30/11/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for UBS (Lux) Real Estate Funds Selection - Global (USD hedged) I-96-Inc | - |
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