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U Asset Allocation Enhcmt GBP AC GBP Acc - LU2262122562
Obiettivo di investimento dichiarato
The investment objective of the sub-fund is to generate moderate capital appreciation over the investment horizon. When compared to a pure Fixed Income strategy, this Enhancement strategy aims to enhance potential performance over a 5 years time horizon by including other asset classes, mainly equities. While maximum investment in equities will be 45%, the typical average equity allocation under enhancement strategy will be 25% with moderate risk and volatility and moderate capital gains.
Anagrafica e indicatori
| ISIN: LU2262122562 | Benchmark dichiarato: ND |
| Prezzo/Nav al 18/12/2024: 96,20 GBP | Benchmark Morningstar: ND |
| Investimento minimo: 10.000,00 USD | Società di Gestione: UBP |
| Categoria Morningstar: Bilanciati Altro | Valuta: GBP |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | 0,00% |
| Commissione di uscita massima | ND |
| Commissione di gestione | 1,10% |
| Commissione di performance | ND |
Rating e rischio
ESG
| Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | 10,90% | ND |
| Rendimento 1 anno % | 11,37% | ND |
| Rendimento 3 anni % | -0,19% | ND |
| Rendimento 5 anni % | ND | ND |
| Rendimento 10 anni % | ND | ND |
Visualizzazione documentazione offerta
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