UBS (Lux) Equity SICAV - Long Term Themes (USD) Q-acc

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: 20,04 3 anos: 6,34 5 anos: 10,63 Início: 11,32 2024: 5,65 2023: 15,30 2022: -13,83 2021: 24,94 2020: 10,70
Rentabilidade anual: Categoria 1 ano: 23,37 3 anos: 8,43 5 anos: 10,02 Início: - 2024: 9,55 2023: 15,45 2022: -14,21 2021: 25,85 2020: 4,68
Rentabilidade anual: Percentil 1 ano: 71,00 3 anos: 72,00 5 anos: 43,00 Início:- 2024: 90,00 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
Risco: 3 anos 1 Volatilidade: 14,67 3 Rácio de Sharpe: 0,06 5 Correlação: 97,72 Beta: 1,04 Alfa: -3,69 Tracking error: 3,80 Rácio de informação: -1,00
Fonte: Morningstar. Dados em euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-03-27
Fonte: Morningstar. Dados em euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-03-27