UBS (Lux) Equity Fund - European Opportunity Sustainable (EUR) P-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 | 11.98 | -4.55 | 17.29 | 15.00 | 13.24 | -12.55 | 7.56 | 5.14 |
+/- Category | -2.59 | 7.29 | -0.33 | 10.68 | -2.08 | -4.25 | -4.00 | -0.83 |
+/- Category Index | -2.31 | 4.71 | -1.81 | 12.44 | -4.40 | -8.00 | -5.62 | -2.37 |
% Rank in Category | 83 | 4 | 60 | 6 | 76 | 83 | 90 | 68 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.57 | 0.37 | -0.41 |
1 Week | 1.95 | 0.24 | 0.29 |
1 Month | -1.48 | 1.15 | 0.03 |
3 Months | -2.50 | 1.31 | 0.20 |
6 Months | 4.81 | -0.67 | -1.83 |
YTD | 4.37 | -0.62 | -2.42 |
1 Year | 7.62 | -2.05 | -4.85 |
3 Years Annualised | -0.36 | -3.71 | -5.89 |
5 Years Annualised | 5.05 | -1.15 | -2.75 |
10 Years Annualised | 6.65 | -0.44 | -1.03 |
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 | 3.70 | 0.79 | - | - |
2023 | 5.50 | -0.45 | -1.13 | 3.58 |
2022 | -8.57 | -8.53 | -2.07 | 6.77 |
2021 | -0.55 | 7.91 | 1.45 | 4.02 |
2020 | -14.17 | 19.26 | 2.33 | 9.79 |
2019 | 7.40 | 8.10 | 0.45 | 0.57 |
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