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TM UBS (UK) - UK Equity A Inc

Ranked 139 out of 257 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

To provide long term capital growth from a portfolio of investments. It will mainly be invested in mid to large cap UK equities with a view to maximising potential returns. The Fund may invest in securities, money market instruments, deposits and warrants subject to the limitations set out in the fund prospectus.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2017 - 31/05/2018
  • Rank 139/257 Total Return
  • Rank 13/257 Standard Deviation
  • Rank 64/257 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.6%
2017 14.0% 5.4% 3.6% 0.1% 4.3%
2016 10.3% 0.4% 3.1% 6.4% 0.2%
2015 4.8% 4.8% -0.5% -3.5% 4.1%
2014 -2.8% -1.8% -0.1% -2.6% 1.7%
2013 19.3% 10.7% -1.6% 3.7% 5.6%
2012 8.4% 5.5% -2.1% 4.2% 0.8%
2011 -4.7% 0.4% -0.2% -11.3% 7.2%
2010 12.4% 5.4% -10.6% 11.5% 7.1%
2009 23.0% -9.4% 8.7% 17.4% 6.4%
2008 -26.2% -10.1% -0.9% -12.5% -5.4%
2007 -0.6% 1.6% -1.8% -1.4% 1.0%
2006 13.9% 6.7% -3.4% 4.7% 5.6%
2005 17.2% 2.8% 3.5% 5.8% 4.1%
2004 1.3% 2.5% 6.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/03/2004
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB0034264324

Purchase Info

  • Min. initial investment7,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.25

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).