UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) P-acc
Fund
ISIN LU0085870433 / Valor 836189
NAV (2025-02-06)
EUR 146.44+1.21%
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) P-acc
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General Objective
The fund is an actively managed fund that invests in selected Eurozone companies with no constraints on sector or country allocation. It aims to seek the best opportunities in the market based on fundamental, quantitative, and qualitative information sources. The fund also incorporates small and mid-cap equities into its portfolio and may deviate from the reference index to incorporate market views.
Fund Exposure
The fund is exposed to European equity markets with a concentrated portfolio of stocks. It has a flexible and nimble approach managed by a focused boutique investment team. The portfolio is highly active and benchmark agnostic, allowing for potential outperformance of the market.
Risks
As an equity fund, UBS Opportunity Equity Funds may be subject to high fluctuations in value. An investment horizon of at least five years is recommended, along with a corresponding risk tolerance and capacity. 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.
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR)Q-acc
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR)Q-acc
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR)Q-acc
Valor: 4733365
Annual Return
-50%0%+50%
Risk level
110
1.21%EUR 219.30
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) I-A3-acc EUR
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) I-A3-acc EUR
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) I-A3-acc EUR
Valor: 11701194
Annual Return
-50%0%+50%
Risk level
110
1.21%EUR 245.99
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) I-B-acc
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) I-B-acc
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) I-B-acc
Valor: 4733373
Annual Return
-50%0%+50%
Risk level
110
1.21%EUR 115.35
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) I-X-acc
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) I-X-acc
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) I-X-acc
Valor: 4733375
Annual Return
-50%0%+50%
Risk level
110
1.21%EUR 271.28
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) I-A1-acc
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) I-A1-acc
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) I-A1-acc
Valor: 4733367
Annual Return
-50%0%+50%
Risk level
110
1.21%EUR 213.45
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) U-X-acc
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) U-X-acc
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) U-X-acc
Valor: 4733377