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UBS Life Passive 80% Equity

5 FE Trustnet

FE Crown Rating

Fund Objective

The Fund provides a diversified portfolio conisting predominantly of domestic and international equities, with the remaining invested in fixed income.

Fund Manager




Primary Asset Class

Fund Size

GBP 43.30m as at 31-Dec-2016

Unit Name

UBS Life Passive 80% Equity B





Initial Charge


Unit Currency




Annual Charge



GBX 282.80

Change (Mid)

1.18 (0.42%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 2.64 1.99 3.80 19.90 34.58 59.82
Sector 2.37 1.54 2.66 12.59 22.36 43.32

Discrete Performance (%)

  2016 2015 2014 2013 2012
Fund 21.48 3.27 3.54 14.45 10.17
Sector 11.82 2.12 4.33 12.33 9.37

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Equities 39.80
North American Equities 23.70
UK Fixed Interest 9.90
Europe ex UK Equities 6.20
Global Emerging Market Equities 5.00
UK Index Linked 5.00
UK Government 4.50
Japanese Equities 3.50
Asia Pacific ex Japan Equities 2.40

Regional Breakdown

breakdown chart
  Region % of Fund
UK 59.20
North America 23.70
Europe ex UK 6.20
Global Emerging Markets 5.00
Japan 3.50
Pacific ex-Japan 2.40

Sector Breakdown

No breakdown data available.

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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