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UBS (Lux) KSS - Active Alloc Growth (EUR) Pa

classificato 15 su 60 di - Multi Asset Aggressivi EUR su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Philip Brides

Philip Brides was appointed co-head of the Investment Solutions Portfolio Management team at UBS Asset Management in January 2017. He is jointly responsible for the oversight of all multi-asset and solution mandates. Brides joined UBS from BlackRock in 2014. He is a member of the CFA Institute and also holds the Investment Management Certificate (IMC) and the Chartered Alternative Investment Analyst (CAIA) designation.

Obiettivo

The aim of the investment policy is to generate optimal capital growth in terms of the currency of account. Investments are mainly made worldwide in on a broadly diversified basis in bonds and equities, with the majority of fund assets generally invested in equities. The fund mainly invests in cost-efficient investment vehicles worldwide and may also use derivatives. Investments are mainly made using vehicles such as ETFs, index funds, futures, options, other exchange-traded or OTC derivatives or other cost-efficient instruments with the aim of ensuring the cost-efficient character of the fund.

Performance

Multi Asset Aggressivi EUR su un periodo di : 31/05/2017 - 31/05/2018

Rendimento totale

Performance trimestrale

a 31/03/2018 Annuale T1 T2 T3 T4
2018 -2,9%
2017 7,7% 4,3% -0,5% 1,5% 2,2%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Finlandia
  4. Francia
  5. Germania
  6. Grecia
  7. Italia
  8. Liechtenstein
  9. Lussemburgo
  10. Paesi Bassi
  11. Spagna
  12. Svezia
  13. Svizzera
  14. Regno Unito

Informazioni sul fondo

  • Inizio collocamento19/12/2016
  • Dimensione share class01Mn
  • Valuta di baseEUR
  • ISIN LU1513787652

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo0,001
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale0,64%
  • Investimento iniziale0,64

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).