UBAM - Multifunds Alternative UC USD

ISIN: LU1044381561

Categoria Morningstar: Multistrategy USD

Società: UBP

The objective of this sub-fund actively managed is to achieve a focused portfolio of alternative investments pursuing varying strategies comprising, amongst others, Equity long short, Equity market neutral, Fixed income arbitrage, global macro, CTA (trend followers). The sub-fund will provide a diversified source of return and undertake a careful manager selection in order to decrease the risk described in normal market conditions. As a fund of funds structure, this sub-fund will invest its net assets mainly in: - regulated UCITS and; - other regulated open-ended investment funds having an investment policy and risk exposure similar to a UCITS and being submitted to an equivalent regulatory supervision; - eligible closed ended UCIs which are listed or dealt on a regulated market. which have as investment objective to invest essentially in alternative strategies.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: -4,77 3 anni: 7,57 5 anni: 4,62 Inizio: 5,03 2023: 2,04 2022: 8,34 2021: 12,44 2020: -4,64 2019: 6,29
Rendimento annuo: Categoria 1 anno: -0,76 3 anni: 8,95 5 anni: 4,78 Inizio: - 2023: 3,64 2022: 7,54 2021: 13,07 2020: -7,73 2019: 9,57
Rendimento annuo: Percentile 1 anno: 67,00 3 anni: 40,00 5 anni: 40,00 Inizio:- 2023: 63,00 2022: 39,00 2021: 47,00 2020: 72,00 2019: 46,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 3,32 3 Sharpe Ratio: 0,48 5 Correlazione: -19,03 Beta: -0,09 Alfa: 1,44 Tracking error: 8,59 Info Ratio: 0,50
Fonte: Morningstar. Dati in euros. Categoria: Multistrategy USD. Data: 2023-09-13
Fonte: Morningstar. Dati in euros. Categoria: Multistrategy USD. Data: 2023-09-13