Fact sheet: UBS MSCI Wld Min Vol Idx

Fund information

Fund name
UBS MSCI World Minimum Volatility Index J Acc
Fund company manager
UBS Asset Mgmt Funds Ltd
Fund type
OEIC
Fund manager(s)
Stuart Newman
since 29/06/2015
Fund objective
The fund seeks to achieve a return that is consistent with the MSCI World Minimum Volatility (GBP optimised) Total Return Net GBP Index.
Benchmark
MSCI World Minimum Volatility
Investment style
Passive/Tracking
Investment method
Physical - Full

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

7.34 %

1 Year rank in sector

234/248

Sector

UT Global

Yield
-
Fund size

£ 315.2 m

FE Risk score

98

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund4.06 %5.62 %7.34 %0 %0 %
Sector3.72 %8.94 %12.96 %51.59 %79.43 %
Rank within sector115 / 265220 / 253234 / 248 / /
Quartile th2 nd4 th4 th th th

Calendar performance

YTD-20172016201520142013
Fund8.79 %27.01 %0 %0 %0 %
Sector11.85 %20.95 %3.38 %6.68 %19.7 %
Rank within sector207 / 25066 / 237 / / /
Quartile th4 th2 nd th th th

Price movement

52 week high15218.08
52 week low13115.92
Current bid price0
Current offer price0
Current mid price15068.88

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-