UBS (Lux) Equity SICAV - US Total Yield Sustainable (USD), Anteilsklasse (CHF hedged) QL-acc, CHF

WKN A2PQ3A | ISIN LU2049450559 |  Fonds
Factsheet
31.03.25
147,84 CHF+0,69 % (+1,01)

Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 LU0534930846 Bergos - US Equities Anteilklasse D +18,12 % +11,40 % 1,40
2 LU0534928600 Bergos - US Equities Anteilklasse B +17,00 % +11,42 % 1,29
3 LU1068779807 Bergos - US Equities Anteilklasse A +14,95 % +11,43 % 1,11
4 LU1379001495 Capital Group Investment Company of America (LUX) C EUR +13,82 % +13,53 % 0,84
5 LU2743105889 Ossiam Shiller Barclays CAPE® US Fund S/A (USD) +11,00 % +11,81 % 0,74
2078 LU2049450559 UBS (Lux) Equity SICAV - US Total Yield Sustainable (USD), Anteilsklasse (CHF hedged) QL-acc, CHF -4,12 % +13,37 % -0,48
2145 IE00BGPC1F42 Fisher Investments Institutional US Small Cap Core Equity Selection Fund U Class Shares -15,82 % +20,64 % -0,88
2146 IE00BZ973Z24 Fisher Investments Institutional US Small Cap Core Equity Selection Fund A2 Class Shares (unhedged) -16,78 % +21,30 % -0,90
2147 IE00BZ973Y17 Fisher Investments Institutional US Small Cap Core Equity Selection Fund A Class Shares -16,53 % +20,65 % -0,92
2148 IE00BZ974154 Fisher Investments Institutional US Small Cap Core Equity Selection Fund B Class Shares -16,52 % +20,64 % -0,92
2149 IE00BXC44X15 Fisher Investments Institutional US Small Cap Core Equity Selection Fund Sterling Class Shares (unhedged) -18,03 % +20,55 % -1,00