UBAM - Multifunds Alternative UC USD

ISIN: LU1044381561

Categoria Morningstar: Multistrategy USD

Società: UBP

The objective of this sub-fund actively managed is to achieve a focused portfolio of alternative investments pursuing varying strategies comprising, amongst others, Equity long short, Equity market neutral, Fixed income arbitrage, global macro, CTA (trend followers). The sub-fund will provide a diversified source of return and undertake a careful manager selection in order to decrease the risk described in normal market conditions. As a fund of funds structure, this sub-fund will invest its net assets mainly in: - regulated UCITS and; - other regulated open-ended investment funds having an investment policy and risk exposure similar to a UCITS and being submitted to an equivalent regulatory supervision; - eligible closed ended UCIs which are listed or dealt on a regulated market. which have as investment objective to invest essentially in alternative strategies.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 8,31 3 anni: 6,67 5 anni: 4,77 Inizio: 5,27 2024: 7,67 2023: -0,35 2022: 8,34 2021: 12,44 2020: -4,64
Rendimento annuo: Categoria 1 anno: 13,29 3 anni: 10,84 5 anni: 5,97 Inizio: - 2024: 9,53 2023: 0,91 2022: 7,54 2021: 13,07 2020: -7,73
Rendimento annuo: Percentile 1 anno: 58,00 3 anni: 47,00 5 anni: 50,00 Inizio:- 2024: 39,00 2023: 64,00 2022: 39,00 2021: 47,00 2020: 72,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 9,35 3 Sharpe Ratio: 0,10 5 Correlazione: -44,39 Beta: -0,16 Alfa: -0,14 Tracking error: 9,55 Info Ratio: 0,25
Fonte: Morningstar. Dati in euros. Categoria: Multistrategy USD. Data: 2024-04-10
Fonte: Morningstar. Dati in euros. Categoria: Multistrategy USD. Data: 2024-04-10