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U Asset Allocation Calm Sea EUR AC Acc - LU2262131472
Obiettivo di investimento dichiarato
The investment objective of the sub-fund is to generate moderate capital appreciation across the investment horizon. SEA stands for Swiss, ESG, and Active - Swiss: Swiss equities are an important aspect of the otherwise globally-diversified equity allocation. Within the equity allocation, there is a bias towards Swiss equities. ESG: Environmental, Social and Governance considerations are part of the investment and instrument selection process. Asset types are selected in a multi-level review process based on both positive and negative criteria (exclusion). ESG research is not limited to ESG ratings, but may also include business involvement screening, controversy screening and sustainable impact metrics. Active: the Sub-Fund is actively managed and features an active instruments selection.
Anagrafica e indicatori
| ISIN: LU2262131472 | Benchmark dichiarato: ND |
| Prezzo/Nav al 21/11/2024: 101,49 EUR | Benchmark Morningstar: Morningstar EU Mod Tgt Alloc NR EUR |
| Investimento minimo: 10.000,00 USD | Società di Gestione: UBP |
| Categoria Morningstar: Bilanciati Flessibili EUR | Valuta: EUR |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | 0,00% |
| Commissione di uscita massima | ND |
| Commissione di gestione | 1,35% |
| Commissione di performance | ND |
Rating e rischio
ESG
| Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | 6,22% | 6,87% |
| Rendimento 1 anno % | 9,68% | 10,73% |
| Rendimento 3 anni % | -1,42% | 0,23% |
| Rendimento 5 anni % | ND | 3,17% |
| Rendimento 10 anni % | ND | 3,48% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo U Asset Allocation Calm Sea EUR AC Acc al momento non è acquistabile su FondiOnline.it. Puoi sottoscrivere in alternativa i seguenti fondi di UBP.
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