UBS (Lux) Equity Fund - Small Caps USA (USD) Q-acc header image

UBS (Lux) Equity Fund - Small Caps USA (USD) Q-acc

Fund

ISIN LU0404627241 / Valor 28372719

NAV (2025-06-24)
USD 213.45+2.87%

UBS (Lux) Equity Fund - Small Caps USA (USD) Q-acc
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UBS (Lux) EF Small Caps USA (USD) is an actively managed fund that invests primarily in small-cap U.S. companies, focusing on those within the Russell 2000 Growth Index range. The portfolio is diversified across various sectors and targets businesses that are flexible and innovative, seeking out firms with strong growth potential. The management team selects stocks based on their ability to adapt and create new opportunities, aiming to build a robust and dynamic collection of small-sized companies with significant growth prospects.

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Tags:
us equities small cap russell 2000 growth

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Equity Fund - Small Cap USA (USD) P-acc
UBS (Lux) Equity Fund - Small Cap USA (USD) P-acc UBS (Lux) Equity Fund - Small Cap USA (USD) P-acc Valor: 618344
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Annual Return

-50%0%+50%

Risk level

110
2.85%USD 1,183.84
UBS (Lux) EF Small Caps USA (USD)I-X-acc
UBS (Lux) EF Small Caps USA (USD)I-X-acc UBS (Lux) EF Small Caps USA (USD)I-X-acc Valor: 4734048
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Annual Return

-50%0%+50%

Risk level

110
2.80%USD 99.44
UBS (Lux) Equity Fund - Small Caps USA (USD) U-X-acc
UBS (Lux) Equity Fund - Small Caps USA (USD) U-X-acc UBS (Lux) Equity Fund - Small Caps USA (USD) U-X-acc Valor: 56923671
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Annual Return

-50%0%+50%

Risk level

110
2.80%USD 9,379.69