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TM UBS (UK) - Global Balanced H Acc (0P0001H154.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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191.80+0.40 (+0.21%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.81%
5-year average return2.84%
Number of years up3
Number of years down1
Best 1-yr total return (5 Jul 2024)8.41%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return8.41%
Worst 3-yr total return-0.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001H154.LCategory
YTD3.28%0.00%
1-month1.18%0.00%
3-month2.61%0.00%
1-year9.44%0.00%
3-year1.21%0.00%
5-year3.41%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001H154.LCategory
2024
N/AN/A
2023
8.41%N/A
2022
-10.97%N/A
2021
7.00%N/A
2020
4.67%N/A
2019
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.01%N/AN/AN/A
20232.19%0.23%0.06%5.78%
2022-4.22%-7.65%-2.27%2.99%
20210.56%4.10%0.70%1.50%
2020-14.29%12.13%1.35%7.46%
20193.86%1.59%1.62%N/A

Rank in category (by total return)

YTD36
1-month30
3-month29
1-year38
3-year46
5-year41

Load adjusted returns

1-year9.44%
3-year1.21%
5-year3.41%
10-yearN/A