UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD) (GBP) Q-dist header image

UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD) (GBP) Q-dist

Fund

ISIN LU2401862847 / Valor 11442255

NAV (2024-11-06)
GBP 78.65+2.89%

UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD) (GBP) Q-dist
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General Objective

The fund mainly invests in stocks of small cap companies that benefit from long-term structural growth drivers related to health and societal transformation, sustainable transformation, and digital transformation.

Fund Exposure

The fund is exposed to small cap companies in Europe, USA, Asia, and Emerging Markets with thematic exposure to areas such as consumer experience, energy efficiency, aging in comfort, security and safety, digital data, clean air and carbon reduction, enabling technology, automation and robotics, circular economy, health tech, and fintech.

Risks

The fund invests in equities and may be subject to high volatility, requiring an elevated risk tolerance. The value of a unit may fall below the purchase price, influenced by currency fluctuations. Focusing on small-cap companies may involve additional risks such as low liquidity and limited realizability under adverse market conditions. The fund's active management approach may lead to performance deviations from the market rate of return, and intentional sector focus may entail additional risks due to lower diversification.

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Source

https://www.ubs.com/de/en/assetmanagement/funds/asset-class/lu2364601000-ubs-future-leaders-small-caps-usd-p-acc-pd001.html

Tags:
global equities small cap msci acwi small cap index

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(CHF hedged) Q-acc
UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(CHF hedged) Q-acc UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(CHF hedged) Q-acc Valor: 11257994
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Annual Return

-50%0%+50%

Risk level

110
2.03%CHF 67.31
UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(CHF hedged) P-acc
UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(CHF hedged) P-acc UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(CHF hedged) P-acc Valor: 11257993
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Annual Return

-50%0%+50%

Risk level

110
2.04%CHF 65.63
UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(EUR hedged) Q-acc
UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(EUR hedged) Q-acc UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(EUR hedged) Q-acc Valor: 11257992
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Annual Return

-50%0%+50%

Risk level

110
2.06%EUR 70.19
UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)Q-acc
UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)Q-acc UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)Q-acc Valor: 11257991
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Annual Return

-50%0%+50%

Risk level

110
2.00%USD 75.97
UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(CHF hedged) I-X-ac
UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(CHF hedged) I-X-ac UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(CHF hedged) I-X-ac Valor: 11258004
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Annual Return

-50%0%+50%

Risk level

110
1.92%CHF 69.47
UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(EUR hedged) P-acc
UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(EUR hedged) P-acc UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)(EUR hedged) P-acc Valor: 11257991
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Annual Return

-50%0%+50%

Risk level

110
2.07%EUR 68.45
UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)P-acc
UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)P-acc UBS (Lux) Equity SICAV - Future Leaders Small Caps (USD)P-acc Valor: 11257981
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Annual Return

-50%0%+50%

Risk level

110
2.00%USD 74.09