UBS (Lux) Bond SICAV - USD Investment Grade Corporates Sustainable (USD) U-X-acc

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

ISIN: LU1469614280

Categoria Morningstar: USD Corporate Bond

Società: UBS Asset Management

This sub-fund promotes environmental and/or social characteristics and complies with Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”). The actively managed sub-fund invests primarily in corporate bonds denominated in USD of issuers with a strong ESG (Environmental, Social and Governance) profile . The sub-fund uses the benchmark Bloomberg US Corporate Intermediate Index (TR) as reference for portfolio construction, performance evaluation, sustainability profile comparison and risk management purposes. The benchmark is not designed to promote ESG characteristics. For share classes with “hedged” in their name, currency-hedged versions of the benchmark (if available) are used.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 6,61 3 anni: 3,46 5 anni: 2,81 Inizio: 2,80 2025: -3,28 2024: 11,60 2023: 4,26 2022: -3,53 2021: 6,73
Rendimento annuo: Categoria 1 anno: 5,03 3 anni: 1,63 5 anni: 1,29 Inizio: - 2025: -3,60 2024: 8,68 2023: 4,35 2022: -10,32 2021: 5,72
Rendimento annuo: Percentile 1 anno: 4,00 3 anni: 8,00 5 anni: 7,00 Inizio:- 2025: 72,00 2024: 11,00 2023: 55,00 2022: 15,00 2021: 22,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 5,80 3 Sharpe Ratio: -0,35 5 Correlazione: 98,83 Beta: 0,64 Alfa: 0,43 Tracking error: 3,49 Info Ratio: 0,57
Fonte: Morningstar. Dati in euros. Categoria: USD Corporate Bond. Data: 2025-03-14
Fonte: Morningstar. Dati in euros. Categoria: USD Corporate Bond. Data: 2025-03-14