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UBS UK Opportunities Fund Class C Accumulation Shares (Net) (0P0000WFBC.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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69.66+0.28 (+0.40%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★
Year-to-date returnN/A
5-year average returnN/A
Number of years up5
Number of years down3
Best 1-yr total return (Invalid Date)30.22%
Worst 1-yr total return (Invalid Date)-34.88%
Best 3-yr total return30.22%
Worst 3-yr total return-8.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000WFBC.LCategory
YTD-23.04%4.03%
1-month16.53%1.29%
3-month13.55%4.03%
1-year-18.28%18.80%
3-year-6.63%6.88%
5-year1.43%9.87%
10-year0.00%5.55%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000WFBC.LCategory
2020
N/AN/A
2019
14.87%N/A
2018
-11.97%N/A
2017
12.10%N/A
2016
30.22%N/A
2015
-4.42%2.43%
2014
-1.75%1.00%
2013
28.85%23.58%
2012
9.07%13.54%
2011
-8.96%-5.32%
2010
14.30%15.83%
2009
21.02%28.37%
2008
-34.88%-30.40%
2007
-1.55%3.62%
2006
17.70%15.69%
2005
15.90%20.48%
2004
11.31%11.18%
2003
24.89%19.60%
2002
N/A-22.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-34.80%8.46%-8.22%N/A
20198.80%0.05%0.58%4.93%
2018-4.96%9.21%-2.39%-13.10%
20173.52%1.77%2.88%3.43%
20161.81%2.32%11.55%12.06%
20154.86%-0.76%-10.01%2.06%
20140.31%-0.77%-1.58%0.30%
201312.45%-1.03%8.36%6.84%
20122.59%-5.26%5.75%2.59%
20110.29%0.01%-16.47%8.66%
20105.23%-10.15%10.28%9.62%
2009-7.29%8.46%17.59%2.35%
2008-12.16%-1.29%-15.74%-10.86%
20072.63%4.15%-5.47%-2.56%
20067.72%-3.17%2.50%10.09%
20053.63%4.34%4.81%2.27%
20042.27%1.52%1.80%5.33%
2003-10.22%20.01%6.96%8.38%
20022.99%N/AN/AN/A

Rank in category (by total return)

YTD100
1-month24
3-month83
1-year100
3-year100
5-year93

Load adjusted returns

1-year-33.76%
3-year-13.49%
5-year-2.10%
10-year1.72%