UBAM - Swiss Equity IC CHFRegister 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 | 20.55 | -11.10 | 30.79 | 14.17 | 24.42 | -19.93 | 10.11 | 10.51 |
+/- Category | 6.15 | -4.68 | 4.72 | 3.72 | 4.43 | -11.16 | -0.84 | 2.18 |
+/- Category Index | - | - | - | - | 2.08 | -12.71 | 1.46 | 1.39 |
% Rank in Category | 4 | 85 | 4 | 11 | 10 | 98 | 55 | 11 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.20 | 0.00 | 0.12 |
1 Week | 0.10 | 0.26 | 0.63 |
1 Month | -0.16 | 0.60 | 1.07 |
3 Months | 2.76 | 1.46 | 1.72 |
6 Months | 5.85 | 1.44 | 0.88 |
YTD | 7.85 | 2.53 | 2.55 |
1 Year | 12.34 | 3.08 | 4.76 |
3 Years Annualised | -0.28 | -5.07 | -5.64 |
5 Years Annualised | 7.02 | -1.25 | -0.41 |
10 Years Annualised | 9.66 | 0.46 | 1.00 |
Category: Switzerland Equity | |||
Category Index: Morningstar Switzerland TME NR CHF |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.93 | 2.26 | - | - |
2023 | 5.66 | -0.50 | -2.38 | 7.28 |
2022 | -10.41 | -13.61 | -1.43 | 4.96 |
2021 | -1.55 | 11.64 | 3.66 | 9.20 |
2020 | -7.69 | 14.81 | 3.32 | 4.26 |
2019 | 10.99 | 11.91 | 2.94 | 2.28 |
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