Der Fonds UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)Q-acc Fonds wird seit dem 07.11.2024 nicht mehr vertrieben. Nähere Informationen erhalten sie von der Fondsgesellschaft.
Anlagepolitik
So investiert der UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)Q-acc Fonds: This actively managed sub-fund invests at least 70% of its assets in equities and other equity interests of smaller capitalised companies worldwide. The market capitalisation of such smaller companies may not exceed that of the company with the largest market capitalisation in an index representative of small companies. However, the sub-fund’s investment scope is not limited to the equities or other equity interests of companies included in representative indices. This sub-fund promotes environmental and/or social characteristics and complies with Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).
Rating für UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)Q-acc Fonds
| €uro FondsNote | - |
Fonds Performance: UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)Q-acc Fonds
| Performance 1 Jahr | 22,99 | |
| Performance 2 Jahre | 17,42 | |
| Performance 3 Jahre | -24,76 | |
| Performance 5 Jahre | - | |
| Performance 10 Jahre | - |
Fundamentaldaten
| WKN | A3C9Z3 |
| ISIN | LU2364601182 |
| Name | UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)Q-acc Fonds |
| Fondsgesellschaft | UBS Asset Management |
| Aufgelegt in | Luxembourg |
| Auflagedatum | 13.09.2021 |
| Kategorie | Aktien weltweit Nebenwerte |
| Währung | USD |
| Volumen | 11 110 141,85 |
| Depotbank | UBS Europe SE |
| Zahlstelle | UBS Switzerland AG |
| Fondsmanager | David N. Wabnik, David Sullivan, Katie Thompson |
| Geschäftsjahresende | 31.05. |
| Berichtsstand | 13.11.2024 |
Konditionen
| Ausgabeaufschlag | 5,00 % |
| Verwaltungsgebühr | % |
| Depotbankgebühr | % |
| VL-fähig? | Nein |
| Mindestanlage | |
| Ausschüttung | Thesaurierend |
Fondsgesellschaft
| Name | UBS Asset Management (Europe) S.A. |
| Postfach | 5, rue Jean Monnet |
| PLZ | L-2180 |
| Ort | Luxembourg |
| Land | |
| Telefon | +352 4 36 16 11 |
| Fax | +352 4 36 16 1555 |
| Internet | http://www.credit-suisse.com |
Fonds KategorievergleichFonds aus der gleichen Kategorie mit besserer Ein-Jahres-Performance.
| Name | 1J Perf. | |
|---|---|---|
| Vanguard Global Small-Cap Index Fund GBP Dist Fonds | 23,10 | |
| Warburg Value C Fonds | 23,11 | |
| Vanguard Global Small-Cap Index Fund GBP Acc Fonds | 23,13 | |
| Wellington Global Perspectives Fund USD S Ac Fonds | 23,14 | |
| SKAGEN Focus D Fonds | 23,16 | |