UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) P-acc header image

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.

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Source

https://www.ubs.com/nl/en/assetmanagement/funds/asset-class/lu0401311831-ubs-euro-countries-opportunity-sustainable-equity-fund-eur-u-x-acc-pd001.html

Tags:
eurozone equities msci emu large companies

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OTHER SHARE CLASSES OF THIS FUND

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
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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
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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
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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
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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
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Annual Return

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Risk level

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1.21%EUR 213.45
UBS (Lux) Equity Fund - Euro Countries Opportunity Sustainable (EUR) U-X-acc
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Annual Return

-50%0%+50%

Risk level

110
1.21%EUR 34,629.93