UBS UK Equity Income Fund Class C Income Shares (Net)

Morningstar Medalist Rating
  • NAV / 1-Day Return£0.92  /  −2.14%
  • Fund Size£442.2M
  • Adjusted Expense Ratio—
  • Net Expense Ratio—
  • Fee Level: DistributionLow
  • Share Class Type—
  • Morningstar CategoryUK Equity Income
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment£1,000
  • Investment StatusOpen
  • TTM Yield3.39%
  • Turnover Ratio462%

Morningstar’s Analysis

Will UBS UK Equity Income Fund Class C Income Shares (Net) outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

UBS UK Equity Income C Inc Net holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings53.7
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