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UBS MSCI World Minimum Vol Idx C Acc (0P0001F3Q6.L)

0.1556
-0.0004
(-0.26%)
At close: May 1 at 9:00:00 PM GMT+1

Fund Summary

UBS MSCI World Minimum Vol Idx C Acc

5 Broadgate, London EC2M 2QS
+44 20 79015000

Fund Overview

Category --
Fund Family UBS Asset Management Funds Ltd
Net Assets 184.1M
YTD Return 3.83%
Yield 1.81%
Morningstar Rating
Inception Date Nov 02, 2020

Fund Operations

Fees & Expenses

Expense 0P0001F3Q6.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Stuart Newman is a Senior Portfolio Manager within the Indexing team. He is responsible for the day-to-day management of a number of passive equity portfolios. He is also a specialist in the investment aspects of portfolio re-organisations. Stuart joined UBS Asset Management in 1997, initially as a senior analyst within the in-house performance team. He then transferred to the passive team, in his current role, in 1999. Stuart is a member of the FTSE Country Classification Committee having previously sat on the FTSE Americas Committee. Stuart is a Regular Member of the CFA Society of the UK and the CFA Institute.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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