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

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

Fund

ISIN LU1751696524 / Valor 39688472

NAV (2024-12-24)
USD 95.63+1.08%

UBS (Lux) Equity Fund - China Opportunity (USD) I-B USD 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) I-A2-acc
UBS (Lux) Equity Fund - China Opportunity (USD) I-A2-acc UBS (Lux) Equity Fund - China Opportunity (USD) I-A2-acc Valor: 50268972
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Annual Return

-50%0%+50%

Risk level

110
1.07%USD 72.61
UBS (Lux) Equity Fund - China Opportunity (USD) Q EUR Hedged acc
UBS (Lux) Equity Fund - China Opportunity (USD) Q EUR Hedged acc UBS (Lux) Equity Fund - China Opportunity (USD) Q EUR Hedged acc Valor: 55369464
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Annual Return

-50%0%+50%

Risk level

110
1.07%EUR 57.50
UBS (Lux) Equity Fund - China Opportunity (USD) U-X-acc
UBS (Lux) Equity Fund - China Opportunity (USD) U-X-acc UBS (Lux) Equity Fund - China Opportunity (USD) U-X-acc Valor: 56926168
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Annual Return

-50%0%+50%

Risk level

110
1.08%USD 6,289.38
UBS (Lux) Equity Fund - China Opportunity (USD) I-A3-inc
UBS (Lux) Equity Fund - China Opportunity (USD) I-A3-inc UBS (Lux) Equity Fund - China Opportunity (USD) I-A3-inc Valor: 58198443
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Annual Return

-50%0%+50%

Risk level

110
1.23%EUR 127.54
UBS (Lux) Equity Fund - China Opportunity (USD) I-X-acc
UBS (Lux) Equity Fund - China Opportunity (USD) I-X-acc UBS (Lux) Equity Fund - China Opportunity (USD) I-X-acc Valor: 11029640
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Annual Return

-50%0%+50%

Risk level

110
1.08%USD 56.14
UBS (Lux) Equity Fund - China Opportunity (USD) K-X USD acc
UBS (Lux) Equity Fund - China Opportunity (USD) K-X USD acc UBS (Lux) Equity Fund - China Opportunity (USD) K-X USD acc Valor: 42905758
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Annual Return

-50%0%+50%

Risk level

110
1.08%USD 97.74
UBS (Lux) Equity Fund - China Opportunity (USD) P EUR acc
UBS (Lux) Equity Fund - China Opportunity (USD) P EUR acc UBS (Lux) Equity Fund - China Opportunity (USD) P EUR acc Valor: 52889253
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Annual Return

-50%0%+50%

Risk level

110
1.23%EUR 72.27
UBS (Lux) Equity Fund - China Opportunity (USD) P EUR Hedged acc
UBS (Lux) Equity Fund - China Opportunity (USD) P EUR Hedged acc UBS (Lux) Equity Fund - China Opportunity (USD) P EUR Hedged acc Valor: 47976411
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Annual Return

-50%0%+50%

Risk level

110
1.07%EUR 71.70
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