UBS (Lux) Equity SICAV - USA Growth Sustainable (USD) seeding I-A3-acc

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

ISIN: LU2099993318

Categoria Morningstar: US Large-Cap Growth Equity

Società: UBS Asset Management

UBS Asset Management categorises this sub-fund as a Sustainability Focus Fund. 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”). Further information related to environmental and/or social characteristics is available in Annex I to this document (SFDR RTS Art. 14(2)). This actively managed sub-fund invests at least two thirds of its assets following the principle of risk diversification in equities or other equity interests of companies with their registered office in the US, holding companies that own majority interests in companies with their registered office in the US, or companies chiefly active in the US.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 7,32 3 anni: 10,75 5 anni: 21,18 Inizio: 16,11 2025: -11,58 2024: 39,56 2023: 38,80 2022: -26,75 2021: 36,27
Rendimento annuo: Categoria 1 anno: 6,99 3 anni: 8,71 5 anni: 16,95 Inizio: - 2025: -10,09 2024: 31,37 2023: 29,72 2022: -25,73 2021: 29,97
Rendimento annuo: Percentile 1 anno: 21,00 3 anni: 23,00 5 anni: 20,00 Inizio:- 2025: 69,00 2024: 19,00 2023: 23,00 2022: 57,00 2021: 25,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 18,71 3 Sharpe Ratio: 0,44 5 Correlazione: 98,90 Beta: 0,98 Alfa: 0,19 Tracking error: 3,02 Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2025-03-20
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2025-03-20