UBS (Irl) Investor Selection Global Equity Long Short Fund (EUR) Q-PF Acc

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: IE00BBL4V372

Categoria Morningstar: Long/Short Equity - Global

Società: UBS Asset Management

The Sub-Fund seeks to deliver a positive return, over a three year timeframe, by exploiting mispriced stocks in equity markets around the world, including emerging markets. The Sub-Fund aims to demonstrate low correlation with, and less volatility than, equity markets. There can be no guarantee that the Sub-Fund will be able to achieve its investment objective. It is intended that the Sub-Fund will seek to achieve its investment objective by utilising a long-short equity strategy (varying in range from 25% net short to 75% net long) and by exploiting short- and mid-term stock price anomalies predominantly in equity securities of companies in global equity markets based on the Morgan Stanley Capital International ("MSCI") All Country World Index (the "Reference Index"), but not necessarily including or limited to all countries or stocks in that classification, via over-the-counter or exchange-traded derivatives, with reference to such equities.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 9,40 3 anni: 8,19 5 anni: 7,19 Inizio: 4,94 2024: 7,76 2023: 4,60 2022: 2,87 2021: 9,82 2020: 2,02
Rendimento annuo: Categoria 1 anno: 7,31 3 anni: 0,80 5 anni: 4,87 Inizio: - 2024: 3,62 2023: 8,03 2022: -11,37 2021: 3,34 2020: 13,96
Rendimento annuo: Percentile 1 anno: 52,00 3 anni: 23,00 5 anni: 26,00 Inizio:- 2024: 46,00 2023: 47,00 2022: 22,00 2021: 51,00 2020: 55,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 3,88 3 Sharpe Ratio: 0,12 5 Correlazione: 69,25 Beta: 0,36 Alfa: -0,27 Tracking error: 12,18 Info Ratio: -0,23
Fonte: Morningstar. Dati in euros. Categoria: Long/Short Equity - Global. Data: 2024-04-25
Fonte: Morningstar. Dati in euros. Categoria: Long/Short Equity - Global. Data: 2024-04-25