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UBS (Lux) Strategy Fd - Growth (EUR) P-acc

classificato 17 su 60 di - Multi Asset Aggressivi EUR su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Roland Kramer

Roland Kramer is a portfolio manager in the Investment Solutions team at UBS, based in Zurich. His management duties also extend to the UBS Strategy Funds, one of Europe’s largest asset allocation family of funds, and to currency overlay mandates for very large pension funds. Kramer joined UBS Global Asset Management in September 2013. Prior to this, he worked for UBS Investment Bank in Zurich as a fixed income trader, where he was responsible for the structured fixed income book. Before this, he started as trader assistant with the UBS Investment Bank on the fixed income trading desk in Zurich and Hong Kong. Roland earned the professional designation of Chartered Alternative Investment Analyst in 2014.

Obiettivo

The investment fund invests to varying degrees in bonds of primarily high quality, money market instruments and equities worldwide, though the focus is on equities. The fund is based on UBS's investment policy, the UBS House View. The fund manager combines carefully selected securities from various asset classes of different countries, sectors and companies with the objective of exploiting interesting earnings opportunities while keeping the level of risk under control.

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 -2,5%
2017 11,4% 4,4% 1,8% 2,8% 2,0%
2016 4,5% -2,9% 0,2% 4,4% 2,8%
2015 1,9% 6,8% -2,1% -6,0% 3,7%
2014 6,0% 1,2% 2,8% 0,4% 1,5%
2013 11,4% 4,5% -1,3% 3,9% 3,9%
2012 11,4% 6,9% -2,1% 4,7% 1,7%
2011 -7,0% 0,0% -1,0% -11,5% 6,2%
2010 8,4% 4,1% -4,3% 4,2% 4,4%
2009 19,2% -8,5% 12,6% 11,9% 3,4%
2008 -30,1% -11,9% -2,9% -5,5% -13,5%
2007 -0,2% 0,4% 4,4% -1,8% -3,0%
2006 9,6% 4,0% -4,1% 4,9% 4,7%
2005 16,5% 2,1% 5,0% 5,0% 3,5%
2004 7,7% 2,8% 0,8% -0,8% 4,7%
2003 11,6% -8,4% 12,0% 1,4% 7,2%
2002 -22,4% 1,3% -12,1% -17,0% 4,9%
2001 -8,3% -5,5% 2,6% -13,7% 9,6%
2000 -1,7% 3,6% -1,9% 0,1% -3,3%
1999 16,4% 3,9% 3,7% -3,4% 11,9%
1998 11,0% 11,4% 0,9% -11,2% 11,2%
1997 19,2% 6,7% 7,8% 4,4% -0,8%
1996 13,4% 4,1% 2,4% 1,6% 4,6%
1995 5,3%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Cipro
  3. Repubblica Ceca
  4. Finlandia
  5. Francia
  6. Germania
  7. Grecia
  8. Ungheria
  9. Islanda
  10. Italia
  11. Liechtenstein
  12. Lussemburgo
  13. Malta
  14. Paesi Bassi
  15. Norvegia
  16. Portogallo
  17. Singapore
  18. Spagna
  19. Svezia
  20. Svizzera
  21. Taiwan
  22. Regno Unito

Informazioni sul fondo

  • Inizio collocamento10/09/1991
  • Dimensione share class146Mn
  • Valuta di baseEUR
  • ISIN LU0033036590

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo0,001
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,44%
  • Investimento iniziale2,5

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