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 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: -3,56 3 anni: 1,09 5 anni: 3,54 Inizio: 4,40 2025: -9,55 2024: 14,82 2023: -0,35 2022: 8,34 2021: 12,44
Rendimento annuo: Categoria 1 anno: -1,78 3 anni: 3,69 5 anni: 5,14 Inizio: - 2025: -7,71 2024: 13,92 2023: 0,91 2022: 7,54 2021: 13,07
Rendimento annuo: Percentile 1 anno: 50,00 3 anni: 50,00 5 anni: 28,00 Inizio:- 2025: 55,00 2024: 41,00 2023: 64,00 2022: 39,00 2021: 47,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 9,34 3 Sharpe Ratio: -0,27 5 Correlazione: -39,40 Beta: -0,13 Alfa: -0,98 Tracking error: 9,42 Info Ratio: 0,10
Fonte: Morningstar. Dati in euros. Categoria: Multistrategy USD. Data: 2025-04-23
Fonte: Morningstar. Dati in euros. Categoria: Multistrategy USD. Data: 2025-04-23