UBS (Lux) Equity Fund - Mid Caps USA (USD) CHF hedged P-acc header image

UBS (Lux) Equity Fund - Mid Caps USA (USD) CHF hedged P-acc

Fund

ISIN LU0781589055 / Valor 18519756

NAV (2024-12-17)
CHF 331.07-0.80%

UBS (Lux) Equity Fund - Mid Caps USA (USD) CHF hedged P-acc
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General Objective

The fund is an actively managed equity portfolio investing in US mid caps, with investments predominantly made in companies with a market capitalization of less than USD 10 billion. The portfolio management team focuses on companies' flexibility and ability to innovate, aiming for diversification across various sectors.

Fund Exposure

The UBS Mid Caps USA Equity Fund USD Q-acc is exposed to sectors such as Information Technology, Industrials, Consumer Discretionary, Financials, Health care, Communication Services, Consumer Staples, Materials, Energy, Real estate, and Utilities. The fund also deviates from the index by focusing intentionally on small cap equities, which may entail additional risks.

Risks

As an actively managed fund investing in equities, the UBS Mid Caps USA Equity Fund USD Q-acc may be subject to high fluctuations in value. The fund's performance can deviate substantially from its reference index, and focusing on small cap equities may involve additional risks. Additionally, all investments are subject to market fluctuations, and the use of derivatives by the fund may result in additional risks, particularly counterparty risk.

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Source

https://www.ubs.com/at/en/assetmanagement/funds/asset-class/lu0358044807-ubs-mid-caps-usa-q-acc-pd001.html

Tags:
innovation us mid cap russell midcap growth

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Equity Fund - Mid Caps USA (USD) CHF hedged Q-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) CHF hedged Q-acc UBS (Lux) Equity Fund - Mid Caps USA (USD) CHF hedged Q-acc Valor: 28372647
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Annual Return

-50%0%+50%

Risk level

110
-0.80%CHF 232.57
UBS (Lux) Equity Fund - Mid Caps USA (USD) Q-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) Q-acc UBS (Lux) Equity Fund - Mid Caps USA (USD) Q-acc Valor: 3932918
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Annual Return

-50%0%+50%

Risk level

110
-0.78%USD 342.84
UBS (Lux) Equity Fund - Mid Caps USA (USD) I-B-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) I-B-acc UBS (Lux) Equity Fund - Mid Caps USA (USD) I-B-acc Valor: 4733945
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Annual Return

-50%0%+50%

Risk level

110
-0.77%USD 361.07
UBS (Lux) Equity Fund - Mid Caps USA (USD) U-X-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) U-X-acc UBS (Lux) Equity Fund - Mid Caps USA (USD) U-X-acc Valor: 4733949
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Annual Return

-50%0%+50%

Risk level

110
-0.78%USD 13,414.24
UBS (Lux) Equity Fund - Mid Caps USA (USD) P-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) P-acc UBS (Lux) Equity Fund - Mid Caps USA (USD) P-acc Valor: 255789
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Annual Return

-50%0%+50%

Risk level

110
-0.78%USD 3,964.49