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U Asset Allocation Conservative USDACUSD - LU2262118453
Obiettivo di investimento dichiarato
The investment objective of the sub-fund is to preserve capital over the investment horizon. The investment process starts with a strategic asset allocation built to achieve the investment objective of the Sub-Fund. This is done using the long-term Investment Manager’s view, which serves as a framework to determine the market exposure over the long run. In order to improve the risk-adjusted return, the Investment Manager uses a tactical asset allocation strategy by overweighting those asset classes that he expects will outperform on the short to medium term.
Anagrafica e indicatori
ISIN: LU2262118453 | Benchmark dichiarato: ND |
Prezzo/Nav al 07/11/2024: 99,94 USD | Benchmark Morningstar: Morningstar EAA USD Cau Tgt Alloc NR USD |
Investimento minimo: 10.000,00 USD | Società di Gestione: UBP |
Categoria Morningstar: Bilanciati Prudenti USD | Valuta: USD |
Commissioni
Commissioni | Da prospetto |
---|---|
Commissione di ingresso massima | 0,00% |
Commissione di uscita massima | ND |
Commissione di gestione | 1,00% |
Commissione di performance | ND |
Rating e rischio
ESG
Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
Rendimenti | Fondo | Categoria |
---|---|---|
Rendimento YTD % | 5,91% | 9,04% |
Rendimento 1 anno % | 4,74% | 11,58% |
Rendimento 3 anni % | 2,23% | 3,29% |
Rendimento 5 anni % | ND | 3,30% |
Rendimento 10 anni % | ND | 4,54% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo U Asset Allocation Conservative USDACUSD al momento non è acquistabile su FondiOnline.it. Puoi sottoscrivere in alternativa i seguenti fondi di UBP.
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