U Asset Allocation - Open Sea EUR AC Acc header image

U Asset Allocation - Open Sea EUR AC Acc

Fund

ISIN LU2262132959 / Valor 58454972

NAV (2025-12-10)
EUR 116.14+0.14%

U Asset Allocation - Open Sea EUR AC Acc
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

U Asset Allocation Open Sea EUR aims for high capital growth by actively managing a diverse portfolio that includes at least 20% Swiss equities and other global stocks, up to 100% in fixed income instruments such as contingent convertible bonds and asset-backed securities, 50% in money market instruments, 35% in alternative investments, and 20% in convertible bonds. All investments are carefully selected using comprehensive ESG criteria to ensure sustainability and responsible asset choices.

Content summarized by AI chatbot
Tags:
esg swiss equities

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

U Asset Allocation - Open Sea EUR MC Acc
U Asset Allocation - Open Sea EUR MC Acc U Asset Allocation - Open Sea EUR MC Acc Valor: 58454975
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.15%EUR 123.27