UBS (Lux) Equity Fund - Global Sustainable (USD), Anteilsklasse (CHF portfolio hedged) F-acc, CHF/ LU2562654272 /
| NAV13.01.2025 | Diff.+0.0500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 120.8000CHF | +0.04% | thesaurierend | Aktien weltweit | UBS AM S.A. (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | 1.05 | 0.81 | 5.99 | 2.35 | -1.25 | -3.41 | -3.15 | 6.94 | 4.10 | - |
| 2024 | 0.26 | 4.19 | 2.03 | -3.08 | 3.34 | 1.03 | -0.13 | 0.69 | -0.16 | -1.90 | 4.71 | -3.79 | +7.00% |
| 2025 | 0.45 | - | - | - | - | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.64% | 13.83% | 11.53% | -% | -% |
| Sharpe Ratio | 1.56 | -0.52 | 0.44 | - | - |
| Bester Monat | +0.45% | +4.71% | +4.71% | - | - |
| Schlechtester Monat | -3.79% | -3.79% | -3.79% | - | - |
| Maximaler Verlust | -1.47% | -10.91% | -10.91% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| UBS (Lux) Equity Fund - Global S... | thesaurierend | 361.6400 | +17.88% | +32.13% | |
| UBS (Lux) Equity Fund - Global S... | thesaurierend | 15'827.0000 | +4.37% | +0.43% | |
| UBS (Lux) Equity Fund - Global S... | thesaurierend | 108.5400 | - | - | |
| UBS (Lux) Equity Fund - Global S... | thesaurierend | 380.2500 | +17.46% | +28.34% | |
| UBS(Lux)E.F.-Gl.Sustain.(USD)U-X... | thesaurierend | 18'448.8809 | +10.17% | +15.09% | |
| UBS(Lux)E.F.-Gl.Sustain.(USD)I-A... | thesaurierend | 406.5600 | +9.38% | +12.63% | |
| UBS(Lux)E.F.-Gl.Sustain.(USD)I-B... | thesaurierend | 161.6100 | +10.09% | +14.86% | |
| UBS(Lux)E.F.-Gl.Sustain.(USD)I-A... | thesaurierend | 177.6900 | +9.43% | +12.77% | |
| UBS (Lux) Equity Fund - Global S... | thesaurierend | 296.6400 | +10.17% | +15.09% | |
| UBS (Lux) Equity Fund - Global S... | ausschüttend | 309.1400 | +15.48% | +21.91% | |
| UBS(Lux)E.F.-Gl.Sustain.(USD)Q a... | thesaurierend | 237.6200 | +9.02% | +11.50% | |
| UBS(Lux)E.F.-Gl.Sustain.(USD)Q a... | thesaurierend | 205.6000 | +16.66% | +23.13% | |
| UBS(Lux)E.F.-Gl.Sustain.(USD)P a... | thesaurierend | 150.6500 | +6.50% | +1.25% | |
| UBS (Lux) Equity Fund - Global S... | thesaurierend | 125.8700 | +10.30% | - | |
| UBS (Lux) Equity Fund - Global S... | thesaurierend | 120.8000 | +7.78% | - | |
| UBS (Lux) Equity Fund - Global S... | thesaurierend | 128.7300 | +11.50% | - | |
| UBS (Lux) Equity Fund - Global S... | thesaurierend | 129.9000 | +12.01% | - | |
| UBS (Lux) Equity Fund - Global S... | thesaurierend | 1'608.8600 | +8.27% | +8.47% |
Performance
| lfd. Jahr | +0.45% | ||
|---|---|---|---|
| 6 Monate | -2.27% | ||
| 1 Jahr | +7.78% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +21.65% | ||
| Jahr | |||
| 2024 | +7.00% | ||
