UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) Q-acc header image

UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) Q-acc

Fund

ISIN LU2525873571 / Valor 12117255

NAV (2025-02-11)
USD 112.33-0.11%

UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) Q-acc
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General Objective

The fund is an actively managed fund that invests in corporate bonds issued by companies that produce a significant share of their revenues from products and services aligned with the UN SDGs and green bonds whose use of proceeds align with the UN SDGs. The fund aims to generate returns that are superior to a broader corporate bond portfolio.

Fund Exposure

The fund has a carefully selected portfolio of corporate bonds with strong fundamentals and attractive relative value. It follows a global strategy with opportunistic exposure to emerging markets and high yield issuers. The sector breakdown includes consumer non-cyclical, banking/financial, treasuries, electric, supranationals, real estate, technology, local authorities, and others.

Risks

The fund invests in bonds and may be subject to volatility, requiring corresponding risk tolerance and capacity. Changes in interest rates and currency fluctuations can affect the value of the portfolio. The fund may use derivatives, invest in less liquid assets, and face credit risk due to issuer failure. Specific risks are detailed in the prospectus, and the fund may not be suitable for investors planning to withdraw before the recommended holding period.

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Source

https://www.ubs.com/de/de/assetmanagement/funds/euroinvest/product-details/lu2525873571.html

Tags:
corporate bonds sustainable bonds

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) U-X-acc
UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) U-X-acc UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) U-X-acc Valor: 12048262
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Annual Return

-50%0%+50%

Risk level

110
-0.11%USD 11,388.12
UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) P-acc
UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) P-acc UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) P-acc Valor: 12117255
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.11%USD 111.43
UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) Q-acc EUR Hedged
UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) Q-acc EUR Hedged UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) Q-acc EUR Hedged Valor: 12806598
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.12%EUR 106.57
UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) Q-acc CHF Hedged
UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) Q-acc CHF Hedged UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) Q-acc CHF Hedged Valor: 12806459
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.13%CHF 102.65
UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) P-acc CHF Hedged
UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) P-acc CHF Hedged UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) P-acc CHF Hedged Valor: 12806444
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.13%CHF 102.12
UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) P-acc EUR Hedged
UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) P-acc EUR Hedged UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) P-acc EUR Hedged Valor: 12806596
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.12%EUR 106.01