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U Asset Allocation Dynamic CHF AC CHF - LU2262128338
Obiettivo di investimento dichiarato
The investment objective of the sub-fund is to generate a high level of capital gain across the investment horizon. The investment process starts with a strategic asset allocation built to achieve the investment objective of the Sub-Fund. This is done using the long-term Investment Manager’s view, which serves as a framework to determine the market exposure over the long run. In order to improve the risk-adjusted return, the Investment Manager uses a tactical asset allocation strategy by overweighting those asset classes that he expects will outperform on the short to medium term.
Anagrafica e indicatori
| ISIN: LU2262128338 | Benchmark dichiarato: ND |
| Prezzo/Nav al 21/11/2024: 93,95 CHF | Benchmark Morningstar: Cat 50%Citi SwissGBI&50%MSCI Wld Free NR |
| Investimento minimo: 10.000,00 USD | Società di Gestione: UBP |
| Categoria Morningstar: Bilanciati Moderati CHF | Valuta: CHF |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | 0,00% |
| Commissione di uscita massima | ND |
| Commissione di gestione | 1,30% |
| Commissione di performance | ND |
Rating e rischio
ESG
| Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | 7,34% | 5,78% |
| Rendimento 1 anno % | 12,72% | 13,24% |
| Rendimento 3 anni % | -1,07% | 2,89% |
| Rendimento 5 anni % | ND | 5,55% |
| Rendimento 10 anni % | ND | 4,26% |
Visualizzazione documentazione offerta
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