UBS (CH) Equity Fund - Global Opportunity (USD) I-A1 header image

UBS (CH) Equity Fund - Global Opportunity (USD) I-A1

Fund

ISIN CH0334714893 / Valor 33471489

NAV (2025-03-20)
USD 204.59-0.25%

UBS (CH) Equity Fund - Global Opportunity (USD) I-A1
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General Objective

The fund is an actively managed fund that invests in a concentrated equity portfolio of global companies. It aims to seek the best opportunities in the market based on fundamental, quantitative, and qualitative information sources, with no constraints on sector or country allocation.

Fund Exposure

The fund is exposed to global equity markets with a flexible and nimble approach, allowing it to outperform the market via a concentrated portfolio of stocks. It has exposure to various sectors such as Information Technology, Financials, Health Care, Consumer Discretionary, and others, with a focus on small and mid-cap equities.

Risks

As an equity fund, UBS Opportunity Equity Funds may be subject to high fluctuations in value. The fund's performance can deviate substantially from its reference index due to its active management style. Additionally, all investments are subject to market fluctuations, and the fund's use of derivatives may introduce additional risks, particularly counterparty risk.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/ch0203275596-ubs-global-opportunity-equity-fund-usd-q-pd001.html

Tags:
global equities msci world index large cap

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OTHER SHARE CLASSES OF THIS FUND

UBS (CH) Equity Fund - Global Opportunity (USD) I-X EUR
UBS (CH) Equity Fund - Global Opportunity (USD) I-X EUR UBS (CH) Equity Fund - Global Opportunity (USD) I-X EUR Valor: 41624153
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Annual Return

-50%0%+50%

Risk level

110
-0.06%EUR 180.95
UBS (CH) Equity Fund - Global Opportunity (USD) I-B
UBS (CH) Equity Fund - Global Opportunity (USD) I-B UBS (CH) Equity Fund - Global Opportunity (USD) I-B Valor: 10852729
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.24%USD 305.99
UBS (CH) Equity Fund - Global Opportunity (USD) Q
UBS (CH) Equity Fund - Global Opportunity (USD) Q UBS (CH) Equity Fund - Global Opportunity (USD) Q Valor: 20327559
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.44%USD 202.32
UBS (CH) Equity Fund - Global Opportunity (USD) P
UBS (CH) Equity Fund - Global Opportunity (USD) P UBS (CH) Equity Fund - Global Opportunity (USD) P Valor: 278850
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Annual Return

-50%0%+50%

Risk level

110
-0.45%USD 486.14