Frankfurt - Delayed Quote EUR

LMdG Opportunités Monde 50 (EUR) I (0P0000FZAT.F)

16,074.10
+24.50
+(0.15%)
At close: May 15 at 10:00:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 0.78%
5y Average Return 5.87%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (May 15, 2025) 13.61%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 13.61%
Worst 3Y Total Return -2.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000FZAT.F
Category
YTD
-1.82%
0.00%
1-Month
-0.84%
0.00%
3-Month
-3.10%
0.00%
1-Year
5.98%
0.00%
3-Year
5.58%
0.00%
5-Year
4.91%
0.00%
10-Year
2.71%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000FZAT.F
Category
2025
--
--
2024
13.61%
--
2023
11.71%
--
2022
-14.45%
--
2021
4.96%
--
2020
4.44%
--
2019
10.21%
--
2018
-5.53%
--

2017
3.83%
--
2016
7.41%
--
2015
3.15%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.99% -- -- --
2024 6.81% 0.32% 3.07% 2.87%
2023 2.43% 2.18% -0.46% 7.22%
2022 -6.50% -10.38% -2.61% 4.83%
2021 2.02% 2.08% -0.36% 1.16%
2020 -12.67% 10.51% 1.85% 6.25%
2019 4.39% 1.63% 2.45% 1.40%
2018 -1.75% 0.93% -0.19% -4.55%
2017 2.02% 0.15% 0.87% 0.75%
2016 1.99% 1.28% 1.79% 2.16%

2015 6.50% -1.18% -3.87% 1.95%

Rank in Category (By Total Return)

YTD 43
1-Month 35
3-Month 33
1-Year 13
3-Year 9
5-Year 42

Load Adjusted Returns

1-Year 3.33%
3-Year 4.70%
5-Year 4.38%
10-Year 2.45%

Performance & Risk

YTD Return 0.78%
5y Average Return 5.87%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category --
Fund Family UBS La Maison de Gestion
Net Assets 99.75M
YTD Return -1.82%
Yield 0.00%
Morningstar Rating
Inception Date Jan 14, 2018

Fund Summary

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