TM UBS (UK) - UK Income Focus B Inc

Ranked 197 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

To generate income through active management of a diversified portfolio. The Fund will provide investors with an actively managed diversified portfolio with performance measured against the UBS AG, London Branchs proprietary UK Income Focus benchmark. It will invest primarily in UK equities, Government bonds, Corporate bonds and open ended collective investment vehicles. At the Investment Advisers discretion, it may also invest in other transferable securities, money market instruments, cash and near cash. It is not intended that the Fund invests in derivative instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -7.0% -3.3% 3.9% -0.5% -7.0%
2017 9.1% 3.6% 1.9% 0.0% 3.4%
2016 11.4% 1.3% 3.4% 6.3% 0.1%
2015 1.7% 4.2% -2.8% -2.7% 3.3%
2014 4.9% 0.3% 1.0% 0.6% 3.0%
2013 13.1% 8.1% -1.6% 2.3% 4.0%
2012 7.3% 3.0% -0.4% 2.9% 1.6%
2011 0.4% 0.2% 0.6% -4.8% 4.7%
2010 10.6% 4.5% -4.9% 6.7% 4.3%
2009 15.6% -4.8% 5.0% 11.6% 3.7%
2008 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/09/2008
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B3BSDZ97

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.40%
  • Initial investment4.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).