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TM UBS (UK) - Global Balanced I Acc (0P0001H155.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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159.50-0.40 (-0.25%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.25%
5-Year Average Return3.02%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jul 3, 2024)8.68%
Worst 1 Yr Total Return (Jul 3, 2024)N/A
Best 3-Yr Total Return8.68%
Worst 3-Yr Total Return0.10%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001H155.LCategory
YTD3.34%0.00%
1-Month1.22%0.00%
3-Month2.67%0.00%
1-Year9.65%0.00%
3-Year1.41%0.00%
5-Year3.63%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001H155.LCategory
2024
N/AN/A
2023
8.68%N/A
2022
-10.84%N/A
2021
7.28%N/A
2020
4.85%N/A
2019
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.01%N/AN/AN/A
20232.28%0.28%0.07%5.89%
2022-4.25%-7.55%-2.22%3.00%
20210.61%4.19%0.78%1.55%
2020-14.27%12.15%1.48%7.46%
20193.83%1.70%1.67%N/A

Rank In Category (By Total Return)

YTD35
1-Month29
3-Month28
1-Year35
3-Year40
5-Year36

Load Adjusted Returns

1-Year1.98%
3-Year-1.01%
5-Year2.14%
10-YearN/A