UBS Global Allocation (UK) C Acc (FUND:B4MGDQ0) - Fund price


Fund Report

UBS Global Allocation Fund (UK) Class C Accumulation Shares

Morningstar Rating™ (Relative to Category) 31/07/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: GBP Moderately Adventurous AllocationClick here to see our Methodology
3-YearBelow AverageAverageStarRatingValueLabel_2
5-YearBelow AverageAverageStarRatingValueLabel_2
10-YearBelow AverageAverageStarRatingValueLabel_2
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Modern Portfolio Statistics 31/07/2020
 Standard Index
Morningstar UK Moderately Adventurous
Best Fit Index
STOXX Europe Mid 200 NR EUR
3-Yr R-Squared90.9193.74
3-Yr Beta1.120.70
3-Yr Alpha-3.25-0.15
Return/Risk Analysis 31/07/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation16.6211.2510.45
3-Yr Mean Return-7.521.194.09
Sharpe Ratio-0.500.060.34
Sortino Ratio---
Positive Months62037
Negative Months61623
Worst Month-12.81-12.81-12.81
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