UBS (Lux) Equity SICAV - Long Term Themes (USD) Q-acc
ISIN: LU1323611266
Categoria Morningstar: Global Large-Cap Blend Equity
Empresa: UBS Asset Management
ISIN: LU1323611266
Categoria Morningstar: Global Large-Cap Blend Equity
Empresa: UBS Asset Management
UBS Asset Management categorises these sub-funds as Sustainability Focus funds. This sub-fund promotes environmental and social characteristics and is categorised in accordance with Article 8(1) of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector. This actively managed sub-fund primarily invests its assets in equities and other equity interests of small, medium and large-cap companies in developed and emerging markets worldwide. The sub-fund focuses on long-term aspects which the portfolio manager views as attractive from an investment perspective. These aspects can comprise any sectors, countries and company capitalisations. These aspects can relate to the global growth in population, the trend towards an ageing population or increasing urbanisation, for instance.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidade anual: Fundo | 1 ano: 4,55 | 3 anos: 1,62 | 5 anos: 8,31 | Início: 10,07 | 2024: 0,68 | 2023: 15,30 | 2022: -13,83 | 2021: 24,94 | 2020: 10,70 |
Rentabilidade anual: Categoria | 1 ano: 14,71 | 3 anos: 4,87 | 5 anos: 9,00 | Início: - | 2024: 10,10 | 2023: 15,45 | 2022: -14,21 | 2021: 25,85 | 2020: 4,68 |
Rentabilidade anual: Percentil | 1 ano: 94,00 | 3 anos: 84,00 | 5 anos: 56,00 | Início:- | 2024: 96,00 | 2023: 55,00 | 2022: 49,00 | 2021: 61,00 | 2020: 14,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
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Risco: 3 anos | 1 Volatilidade: 14,31 | 3 Rácio de Sharpe: -0,13 | 5 Correlação: 97,51 | Beta: 1,04 | Alfa: -5,07 | Tracking error: 3,94 | Rácio de informação: -1,34 |