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TM UBS (UK) - Global Balanced H Acc (0P0001H154.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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195.10-0.20 (-0.10%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.61%
5-Year Average Return3.46%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Oct 4, 2024)8.41%
Worst 1 Yr Total Return (Oct 4, 2024)N/A
Best 3-Yr Total Return8.41%
Worst 3-Yr Total Return-0.10%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001H154.LCategory
YTD6.34%0.00%
1-Month0.72%0.00%
3-Month2.96%0.00%
1-Year11.58%0.00%
3-Year1.09%0.00%
5-Year3.29%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001H154.LCategory
2024
N/AN/A
2023
8.41%N/A
2022
-10.97%N/A
2021
7.00%N/A
2020
4.67%N/A
2019
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.01%1.54%N/AN/A
20232.19%0.23%0.06%5.78%
2022-4.22%-7.65%-2.27%2.99%
20210.56%4.10%0.70%1.50%
2020-14.29%12.13%1.35%7.46%
20193.86%1.59%1.62%N/A

Rank In Category (By Total Return)

YTD36
1-Month53
3-Month48
1-Year36
3-Year47
5-Year44

Load Adjusted Returns

1-Year11.58%
3-Year1.09%
5-Year3.29%
10-YearN/A