Fact sheet: UBS MSCI Wld Min Vol Idx

Fund information

Fund name
UBS MSCI World Minimum Volatility Index K Acc
Fund company manager
UBS Asset Mgmt Funds Ltd
Fund type
OIC
Fund manager
Stuart Newman
since 29/06/2015
Fund objective
The Fund seeks to achieve a return that is consistent with the FTSE RAFI Developed 1000 Total Return Net GBP – QSR Index. The Fund employs a passive investment strategy, investing all, or substantially all, of its assets in the shares of companies that make up the Reference Index To the extent that the Fund is not fully invested in the constituents of the Index, it may be invested in shares of companies which in the Manager’s opinion are reasonably expected to become part of the Index, or in cash. The Fund may also hold cash and use derivatives only for the purposes of efficient portfolio management.
Benchmark
MSCI World Minimum Volatility
Investment style
Passive/Tracking
Investment method
Physical - Full

Performance snapshot

Quick stats

1 Year return

27.74 %

1 Year rank in sector

-

Sector

UT Global

Yield
-
Fund size
-
FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund4.11 %9.28 %27.09 %0 %0 %
Sector3.32 %9.73 %31.05 %43.05 %87.19 %
Rank within sector76 / 256133 / 249 / / /
Quartile th2 nd3 rd th th th

Calendar performance

YTD-20172016201520142013
Fund9.31 %0 %0 %0 %0 %
Sector9.06 %20.95 %3.38 %6.68 %19.7 %
Rank within sector104 / 249 / / / /
Quartile th2 nd th th th th

Price movement

52 week high107985.81
52 week low93048.55
Current bid price0
Current offer price0
Current mid price107415.07

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-