LMdG Flex Patrimoine (EUR) (FR0010638718.PA)
YHD - YHD Delayed price. Currency in EUR
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LMdG Flex Patrimoine (EUR)
69, boulevard Haussmann
Management information
Muriel Tailhades du Chatelier,Lead manager since 10 July 2008
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryEUR Cautious Allocation - Global
Fund familyUBS Asset Management (France) SA
Net assets112.3M
YTD return-1.76%
Yield0.00%
Morningstar rating★★★
Inception date10 Jul 2008
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
ExpenseFR0010638718.PACategory average
Annual report expense ratio (net)1.57%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load2.00%N/A
Max deferred sales load0.00%N/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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