Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mthsort icon ytd Inception Net assets Return Date
UBS (Lux) BS Convt Glbl € I-A3 $Hdg Acc 3% 7% 0% 7% 4% 3010M 2015-04-30
UBS (CH) IF Eqs EM Glbl Pass II I-B CHF 5% 12% 0% 4% 13% 1631M 2015-04-30
UBS (CH) IF Eqs EM Glbl Pass II I-A1 CHF 4% 12% 0% 4% -8% 1631M 2015-04-30
UBS (CH) IF Eqs EM Glbl Pass II I-X CHF 5% 12% 0% 4% 12% 1631M 2015-04-30
UBS (CH) IF Eqs EMkts Global I-B CHF 3% 11% 0% 4% 86% 187M 2015-04-30
UBS (CH) IF Eqs EMkts Global I-A1 CHF 3% 10% 0% 4% 77% 187M 2015-04-30
UBS (CH) IF Eqs EMkts Global I-X CHF 3% 11% 0% 4% 97% 187M 2015-04-30
Maj Invest Global Value Equities I 4% 9% 0% 7% 7% 154M 2015-04-30
UBS (Lux) ES Gbl Inc $ GBPH I-B-UK-m Inc 1% 3% 0% 4% 3% 481M 2015-04-30
UBS (Lux) KSS Multi Ast Inc $ I-X Acc 0% 1% 0% 2% 2% 482M 2015-04-30
UBS (Lux) SICAV 2 Med Term Bonds USD I-X 0% 0% 0% 1% 1% 83M 2015-04-30
UBS (Lux) BS Global Dyn(USD) I-X Acc 0% 3% 0% 3% 0% 237M 2015-04-30
Forte Equity Trust 0% 5% 0% 5% 5% - 2015-03-31
UBS (Lux) BS Convt Glbl € GBP H I-A3-Inc 3% 7% 0% 8% 5% 2028M 2015-04-30
UBS (Lux) ES Gbl Inc USD I-B EUR Hdg Acc 1% 3% 0% 4% 6% 665M 2015-04-30
UBS (Lux) ES Gbl Inc USD I-B Acc 1% 3% 0% 4% 4% 714M 2015-04-30
UBS (Lux) BS Em Econs LC Bd USD I-X Acc 4% 0% 0% 0% -7% 88M 2015-04-30
UBS (Lux) Instl II China Inc RMB P3$ Acc 0% 2% 0% 1% 0% - 2015-04-30
UBS Lux Inst SICAV II China A Opp P Acc 19% 0% 0% 0% 28% 738M 2014-12-31
UBS (Lux) BS Glbl Infl Lkd$ I-A3 CHF H C 0% 0% 0% 1% 0% 167M 2015-04-30
UBS (Lux) BS Glbl Infl Lkd$ I-A3 EUR H C 0% 0% 0% 2% 1% 160M 2015-04-30
UBS (Lux) BS Glbl Infl Lkd$ I-A3 C 0% 0% 0% 2% 1% 172M 2015-04-30
NexGen Intrinsic Gr Tax Mgd CGR Instl -1% 4% 0% 4% 6% 7M 2015-03-31
NexGen Intrinsic Gr Tax Mgd ROC40 Instl 0% 4% 0% 4% 5% 7M 2015-04-30
NexGen Intrinsic Gr Registered Instl -1% 4% 0% 4% 6% 2M 2015-03-31
NexGen US Growth Registered Instl -3% 0% 0% 5% 23% 3M 2015-04-30
NexGen US Growth Tax Mgd CG Instl 0% 10% 0% 10% 28% 14M 2015-03-31
NexGen US Growth Tax Mgd CGR Instl -3% 0% 0% 5% 23% 14M 2015-04-30
NexGen US Growth Tax Mgd DTC40 Instl 0% 10% 0% 10% 28% 14M 2015-03-31
NexGen US Growth Tax Mgd ROC40 Instl 0% 10% 0% 10% 28% 14M 2015-03-31

All our data is licensed from Morningstar UK Ltd. Important legal information