UBS (Lux) Equity Fund - China Opportunity (USD) I-A1-acc header image

UBS (Lux) Equity Fund - China Opportunity (USD) I-A1-acc

Fund

ISIN LU1017642064 / Valor 23319873

NAV (2024-12-24)
USD 170.32+1.07%

UBS (Lux) Equity Fund - China Opportunity (USD) I-A1-acc
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General Objective

The fund aims to achieve interesting return opportunities while keeping the level of risk under control by investing mainly in shares of Chinese companies, with a focus on large companies supplemented by small and medium-sized companies.

Fund Exposure

The fund is actively managed and invests in carefully selected equities of various companies from various countries and sectors. The portfolio is strategically supplemented by securities from small and medium-sized companies to exploit return opportunities. The benchmark used is MSCI China 10/40 (net div. reinv.) USD, but the portfolio manager is not tied to the benchmark in selecting and weighting equities.

Risks

Investors should be aware that the fund may invest in China A-Shares via the Hong Kong – Shanghai or Shenzhen Stock Connect programme, and may also enter into securities lending transactions. Additionally, as with any investment in equities, there is a risk of market fluctuations and potential loss of capital.

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Source

https://www.ubs.com/at/de/assetmanagement/funds/euroinvest/product-details/lu0067412154.html

Tags:
msci china large companies chinese equities

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Equity Fund - China Opportunity (USD) Q HKD acc
UBS (Lux) Equity Fund - China Opportunity (USD) Q HKD acc UBS (Lux) Equity Fund - China Opportunity (USD) Q HKD acc Valor: 28364075
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Annual Return

-50%0%+50%

Risk level

110
1.04%HKD 950.18
UBS (Lux) Equity Fund - China Opportunity (USD) P SGD acc
UBS (Lux) Equity Fund - China Opportunity (USD) P SGD acc UBS (Lux) Equity Fund - China Opportunity (USD) P SGD acc Valor: 20487309
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Annual Return

-50%0%+50%

Risk level

110
1.36%SGD 198.02
UBS (Lux) Equity Fund - China Opportunity (USD) Q EUR acc
UBS (Lux) Equity Fund - China Opportunity (USD) Q EUR acc UBS (Lux) Equity Fund - China Opportunity (USD) Q EUR acc Valor: 45350557
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Annual Return

-50%0%+50%

Risk level

110
1.24%EUR 104.50
UBS (Lux) Equity Fund - China Opportunity (USD) Q USD acc
UBS (Lux) Equity Fund - China Opportunity (USD) Q USD acc UBS (Lux) Equity Fund - China Opportunity (USD) Q USD acc Valor: 4733788
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Annual Return

-50%0%+50%

Risk level

110
1.08%USD 161.23
UBS (Lux) Equity Fund - China Opportunity (USD) P RMB Hedged acc
UBS (Lux) Equity Fund - China Opportunity (USD) P RMB Hedged acc UBS (Lux) Equity Fund - China Opportunity (USD) P RMB Hedged acc Valor: 25446858
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Annual Return

-50%0%+50%

Risk level

110
1.06%CNH 1,529.20
UBS (Lux) Equity Fund - China Opportunity (USD) P AUD Hedged acc
UBS (Lux) Equity Fund - China Opportunity (USD) P AUD Hedged acc UBS (Lux) Equity Fund - China Opportunity (USD) P AUD Hedged acc Valor: 28027110
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Annual Return

-50%0%+50%

Risk level

110
1.07%AUD 96.86
UBS (Lux) Equity Fund - China Opportunity (USD) P-AUD Hedged mdist
UBS (Lux) Equity Fund - China Opportunity (USD) P-AUD Hedged mdist UBS (Lux) Equity Fund - China Opportunity (USD) P-AUD Hedged mdist Valor: 28052684
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Annual Return

-50%0%+50%

Risk level

110
1.08%AUD 79.29
UBS (Lux) Equity Fund - China Opportunity (USD) K-1 HKD acc
UBS (Lux) Equity Fund - China Opportunity (USD) K-1 HKD acc UBS (Lux) Equity Fund - China Opportunity (USD) K-1 HKD acc Valor: 25079994
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Annual Return

-50%0%+50%

Risk level

110
2.79%HKD 47,852,050.55
UBS (Lux) Equity Fund - China Opportunity (USD) I-A1 EUR acc
UBS (Lux) Equity Fund - China Opportunity (USD) I-A1 EUR acc UBS (Lux) Equity Fund - China Opportunity (USD) I-A1 EUR acc Valor: 51177246
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Annual Return

-50%0%+50%

Risk level

110
1.24%EUR 80.95
UBS (Lux) Equity Fund - China Opportunity (USD) P-acc
UBS (Lux) Equity Fund - China Opportunity (USD) P-acc UBS (Lux) Equity Fund - China Opportunity (USD) P-acc Valor: 512613
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Annual Return

-50%0%+50%

Risk level

110
1.07%USD 1,105.31