UBS S&P 500 Index Class C - Income (GBP)





Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
This fund offers a low-cost solution for tracking the S&P 500 Index. This index is widely regarded as the best measure of the performance of large US companies. It’s an area where few active fund managers consistently perform better than the broader US stock market, so we think a tracker fund is a great way of investing in larger US companies and keeping costs down. The fund doesn’t feature on our Wealth Shortlist because there are cheaper US tracker funds available managed by teams that we rate highly.Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
05/08/20 to 05/08/21 | 05/08/21 to 05/08/22 | 05/08/22 to 05/08/23 | 05/08/23 to 05/08/24 | 05/08/24 to 05/08/25 | |
---|---|---|---|---|---|
Annual return | 27.05% | 9.46% | 3.55% | 17.13% | 18.41% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
Information about the fund
