UBS (Lux) Equity SICAV – Global Opportunity Sustainable (USD) U-X Acc

Qualification
Motivo do Rating:
  • -Boa relação risco e retorno

ISIN: LU2100403588

Categoria Morningstar: Global Large-Cap Growth Equity

Empresa: UBS Asset Management

The Sub-Fund invests at least two-thirds of its assets in shares and equity securities worldwide. The SubFund’s portfolio is subject to the Portfolio Manager’s Sustainability Focus strategy. As part of the Portfolio Manager’s Sustainability Focus strategy, the Sub-Fund will maintain (i) a sustainability profile (as measured by its weighted average UBS Blended ESG Score) that is higher than its benchmark’s sustainability profile (as measured by its weighted average UBS Blended ESG Score) or a weighted average UBS Blended ESG Score of between 7 and 10 (indicating a strong sustainability profile); and (ii) a Weighted Average Carbon Intensity (WACI) that is lower than that of its benchmark or a low absolute carbon profile (i.e. below 100 tonnes of CO2 emissions per million US dollars of revenues). The calculations of the sustainability profile and WACI do not take account of cash, derivatives and unrated investment instruments.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2025 2024 2023 2022 2021
Rentabilidade anual: Fundo 1 ano: 6,53 3 anos: 5,91 5 anos: 14,19 Início: 6,62 2025: -5,75 2024: 22,73 2023: 11,95 2022: -17,01 2021: 29,32
Rentabilidade anual: Categoria 1 ano: 4,92 3 anos: 5,89 5 anos: 13,42 Início: - 2025: -4,95 2024: 20,73 2023: 18,79 2022: -22,48 2021: 22,14
Rentabilidade anual: Percentil 1 ano: 24,00 3 anos: 38,00 5 anos: 54,00 Início:- 2025: 54,00 2024: 39,00 2023: 82,00 2022: 23,00 2021: 19,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 11,59 3 Rácio de Sharpe: 0,17 5 Correlação: 94,83 Beta: 0,74 Alfa: -1,22 Tracking error: 6,41 Rácio de informação: -0,35
Fonte: Morningstar. Dados em euros. Categoria: Global Large-Cap Growth Equity. Data: 2025-03-20
Fonte: Morningstar. Dados em euros. Categoria: Global Large-Cap Growth Equity. Data: 2025-03-20