UBS (Lux) Equity SICAV - Global High Dividend Sustainable (USD) P-acc

ISIN: LU0611173427

Categoria Morningstar: Global Equity Income

Empresa: 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”). This actively managed sub-fund invests worldwide following the principle of risk diversification, with at least two thirds of its assets invested in equities or other equity interests of small, medium and large-cap companies in both developed and emerging markets. The Fund strategy is to select companies with high, consistent dividends. As the sub-fund invests in many foreign currencies due to its global orientation, the portfolio or parts thereof may be hedged against the reference currency of the sub-fund in order to reduce the associated foreign currency risks.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2023 2022 2021 2020 2019
Rentabilidade anual: Fundo 1 ano: 4,93 3 anos: 12,85 5 anos: 7,10 Início: 9,43 2023: 7,16 2022: -0,12 2021: 27,37 2020: -10,91 2019: 22,86
Rentabilidade anual: Categoria 1 ano: 6,82 3 anos: 11,31 5 anos: 7,26 Início: - 2023: 7,05 2022: -6,10 2021: 26,07 2020: -3,55 2019: 23,85
Rentabilidade anual: Percentil 1 ano: 62,00 3 anos: 31,00 5 anos: 48,00 Início:- 2023: 56,00 2022: 13,00 2021: 38,00 2020: 89,00 2019: 62,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 14,12 3 Rácio de Sharpe: 0,51 5 Correlação: 96,65 Beta: 0,92 Alfa: 0,89 Tracking error: 3,84 Rácio de informação: 0,12
Fonte: Morningstar. Dados em euros. Categoria: Global Equity Income. Data: 2023-09-19
Fonte: Morningstar. Dados em euros. Categoria: Global Equity Income. Data: 2023-09-19