Singapore markets close in 6 hours 38 minutes

UBS Global Allocation (UK) C Acc (0P0000WFB7.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
95.79+0.10 (+0.10%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.43%
5-year average return2.50%
Number of years up8
Number of years down4
Best 1-yr total return (24 Jun 2024)27.47%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return27.47%
Worst 3-yr total return-0.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000WFB7.LCategory
YTD3.86%0.00%
1-month0.63%0.00%
3-month4.13%0.00%
1-year9.57%0.00%
3-year0.45%0.00%
5-year2.84%0.00%
10-year4.37%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000WFB7.LCategory
2024
N/AN/A
2023
5.11%N/A
2022
-9.72%N/A
2021
8.93%N/A
2020
-0.09%N/A
2019
15.61%N/A
2018
-5.15%N/A
2017
9.61%N/A
2016
13.79%N/A
2015
-0.70%N/A
2014
8.13%N/A
2013
15.20%N/A
2012
11.46%N/A
2011
-6.94%N/A
2010
11.54%N/A
2009
27.47%N/A
2008
-20.07%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.36%N/AN/AN/A
20230.46%-0.30%0.07%4.86%
2022-3.80%-7.16%-1.66%2.79%
20212.89%3.92%1.68%0.19%
2020-18.60%11.13%-0.30%10.79%
20197.16%3.90%1.65%2.15%
2018-2.77%4.65%1.19%-7.88%
20174.58%0.67%1.31%2.77%
2016-1.67%3.24%8.26%3.53%
20154.91%-3.41%-6.81%5.16%
20140.47%1.97%2.67%2.81%
20139.03%-0.37%2.20%3.76%
20126.22%-3.28%4.88%3.44%
20110.26%-0.63%-10.28%4.11%
20107.23%-9.27%7.77%6.39%
2009-8.17%12.84%19.12%3.27%
2008-6.60%-3.35%-6.13%-5.67%

Rank in category (by total return)

YTD67
1-month70
3-month14
1-year71
3-year87
5-year94

Load adjusted returns

1-year9.57%
3-year0.45%
5-year2.84%
10-year4.37%