LSE - Delayed Quote GBP
UBS FTSE RAFI Developed 1000 Index C Acc (0P0001BSZ8.L)
0.9173
-0.0084
(-0.91%)
At close: May 6 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.59% |
| 5y Average Return | 15.07% |
| Number of Years Up | 6 |
| Number of Years Down | 1 |
| Best 1Y Total Return (May 2, 2025) | 24.62% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 24.62% |
| Worst 3Y Total Return | 3.69% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001BSZ8.L
Category
- YTD
- 1.72%
- 0.00%
- 1-Month
- -3.60%
- 0.00%
- 3-Month
- 1.72%
- 0.00%
- 1-Year
- 6.34%
- 0.00%
- 3-Year
- 9.25%
- 0.00%
- 5-Year
- 16.74%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001BSZ8.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.64% | -0.27% | 1.35% | 3.43% |
| 2023 | 1.44% | 1.58% | 2.08% | 5.59% |
| 2022 | 2.87% | -5.33% | 0.29% | 7.03% |
| 2021 | 10.18% | 5.48% | 1.46% | 5.69% |
| 2020 | -22.47% | 15.50% | -0.93% | 13.36% |
| 2019 | 7.59% | 5.59% | 3.34% | 0.66% |
| 2018 | -5.88% | 6.50% | 5.00% | -10.88% |
Rank in Category (By Total Return)
| YTD | 45 |
| 1-Month | 57 |
| 3-Month | 45 |
| 1-Year | 21 |
| 3-Year | 13 |
| 5-Year | 11 |
Load Adjusted Returns
| 1-Year | 6.34% |
| 3-Year | 9.25% |
| 5-Year | 16.74% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -0.59% |
| 5y Average Return | 15.07% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | UBS Asset Management Funds Ltd |
| Net Assets | 583.78M |
| YTD Return | 1.72% |
| Yield | 2.26% |
| Morningstar Rating | |
| Inception Date | Feb 21, 2017 |
Fund Summary
Fund Summary Information Not Available
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