UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (GBP) Q-acc header image

UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (GBP) Q-acc

Fund

ISIN LU2760217294 / Valor 13261135

NAV (2025-01-21)
GBP 107.23+1.80%

UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (GBP) Q-acc
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General Objective

The fund aims to actively manage an equity portfolio investing worldwide in companies from the health transformation sector, seeking to exploit the potential of companies operating in this area through specialized sector analysts and fundamental research.

Fund Exposure

The fund is primarily exposed to companies in the health transformation sector, with a focus on oncology, aging in comfort, health tech, genetic therapies, and obesity. The fund also has exposure to various countries, with the largest market exposure in the United States, Switzerland, and the United Kingdom.

Risks

UBS Sector Funds, including this fund, invest in equities and may be subject to high fluctuations in value. The active management style of the fund can lead to substantial deviations from its reference index, and focusing on individual sectors may entail additional risks. Additionally, the use of derivatives by the fund may result in additional risks, particularly counterparty risk. Investors should be aware that all investments are subject to market fluctuations and specific risks associated with the fund.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu0085953304-ubs-sustainable-health-transformation-equity-fund-usd-p-acc-pd001.html

Tags:
sustainability healthcare msci world health care

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (CHF hedged) Q-acc
UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (CHF hedged) Q-acc UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (CHF hedged) Q-acc Valor: 11455178
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Annual Return

-50%0%+50%

Risk level

110
2.58%CHF 97.01
UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (CHF hedged) P-acc
UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (CHF hedged) P-acc UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (CHF hedged) P-acc Valor: 11455177
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
2.58%CHF 94.58
UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) Q-acc
UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) Q-acc UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) Q-acc Valor: 3932901
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Annual Return

-50%0%+50%

Risk level

110
2.65%USD 276.99
UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (EUR hedged) Q-acc
UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (EUR hedged) Q-acc UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (EUR hedged) Q-acc Valor: 11455179
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Annual Return

-50%0%+50%

Risk level

110
2.60%EUR 102.05
UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (EUR hedged) P-acc
UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (EUR hedged) P-acc UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) (EUR hedged) P-acc Valor: 11455178
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
2.59%EUR 99.50
UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) P-acc
UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) P-acc UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) P-acc Valor: 855245
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Annual Return

-50%0%+50%

Risk level

110
2.63%USD 441.02
UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) F-acc
UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) F-acc UBS (Lux) Equity Fund - Sustainable Health Transformation (USD) F-acc Valor: 11515386
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Annual Return

-50%0%+50%

Risk level

110
2.65%USD 117.02