U Asset Allocation - Calm Sea USD MC USD Accumulated header image

U Asset Allocation - Calm Sea USD MC USD Accumulated

Fund

ISIN LU2262130748 / Valor 58474425

NAV (2026-07-09)
USD 123.85+0.57%

U Asset Allocation - Calm Sea USD MC USD Accumulated
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U Asset Allocation - Calm Sea USD aims for steady capital growth by actively investing in a diverse global portfolio that includes a minimum of 10% Swiss equities and a variety of fixed income instruments like Contingent Convertible bonds, Asset-Backed Securities, Mortgage-Backed Securities, and Catastrophe bonds. The fund emphasizes sustainable investing by incorporating Environmental, Social, and Governance (ESG) criteria into its selection process, ensuring a balanced and responsible mix of assets tailored for long-term appreciation.

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Tags:
esg swiss equities

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OTHER SHARE CLASSES OF THIS FUND

U Asset Allocation - Calm Sea USD AC USD Accumulated
U Asset Allocation - Calm Sea USD AC USD Accumulated U Asset Allocation - Calm Sea USD AC USD Accumulated Valor: 58474421
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Annual Return

-50%0%+50%

Risk level

110
0.56%USD 118.81