UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD) Q-6%-mdistRegístrese para Ver el Rating |
Cómo se ha comportado este fondo | 31/03/2024 |
Crecimiento de 1.000 (EUR) | Gráfico Avanzado |
Fondo | 7,1 | -13,8 | -19,6 | -11,9 | 3,5 | |
+/-Cat | -7,7 | -13,0 | -4,0 | 0,2 | 0,9 | |
+/-Ind | -2,3 | -5,7 | -7,9 | -5,5 | 1,8 | |
Categoría: Mixtos Gran China | ||||||
Benchmark de la Categoría: Morningstar China 50/50 NR USD |
Estadística Rápida | ||
VL 26/04/2024 | USD 55,25 | |
Cambio del día | 1,48% | |
Categoría Morningstar™ | Mixtos Gran China | |
ISIN | LU2037085722 | |
Patrimonio (Mil) 26/04/2024 | USD 950,08 | |
Patrimonio Clase (Mil) 26/04/2024 | USD 9,37 | |
Comisión Máx. Suscripción | 6,00% | |
Gastos Corrientes 24/04/2024 | 1,20% |
Morningstar Research |
Analyst Report | 19/05/2023 Niki Wu, Senior Analyst Morningstar, Inc |
A flood of key departures across the investment teams that support this strategy reduces our conviction here, prompting a downgrade of both the People and Process Pillars to Average from Above Average. As a result, the strategy's Morningstar... | |
Haga clic aquí para leer el análisis |
Pilares Morningstar | |
---|---|
Personal | 23 |
Firma Gestora | 23 |
Proceso | 23 |
Performance | |
Precio |
Objetivo de inversión: UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD) Q-6%-mdist |
The objective of this sub-fund is to achieve capital growth and generate income by investing in a diversified portfolio with a focus on China. This sub-fund is actively managed, without reference to a benchmark. To achieve this objective, the sub-fund invests mainly in equities and equity rights or bonds and claims of companies domiciled or chiefly active in China, in addition to other permissible investments which focus on China. |
Returns | ||||||||||||||||
|
Gestión | ||
Nombre del gestor Fecha Inicio | ||
Hayden Briscoe 01/06/2023 | ||
Jade Fu 01/06/2023 | ||
Click here to see others | ||
Creación del fondo 16/08/2019 |
Anuncio publicitario |
Benchmark de la Categoría | |
Benchmark de fondos | Benchmark Morningstar |
Not Benchmarked | Morningstar China 50/50 NR USD |
Target Market | ||||||||||||||||||||
|
Qué posee el fondo UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD) Q-6%-mdist | 31/03/2024 |
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
|