UBS (Lux) Equity SICAV - Global Defensive (USD) I-X-acc header image

UBS (Lux) Equity SICAV - Global Defensive (USD) I-X-acc

Fund

ISIN LU2191832596 / Valor 55225018

NAV (2025-12-04)
USD 185.16+0.27%

UBS (Lux) Equity SICAV - Global Defensive (USD) I-X-acc
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UBS (Lux) ES Global Defensive Sust (USD) is an actively managed global equity fund that invests in a diverse range of stocks from markets around the world. The fund employs systematic and research-based options strategies to help reduce volatility and protect against significant losses. By integrating these options overlays with its equity holdings, UBS aims to achieve higher risk-adjusted returns compared to traditional global equity investments, while minimizing the impact of market downturns.

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msci world derivatives global equities us federal funds effective rate

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Equity SICAV - Global Defensive (USD) K-B-acc
UBS (Lux) Equity SICAV - Global Defensive (USD) K-B-acc UBS (Lux) Equity SICAV - Global Defensive (USD) K-B-acc Valor: 11348188
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Annual Return

-50%0%+50%

Risk level

110
0.26%USD 140.78
UBS (Lux) Equity SICAV - Global Defensive (USD) (EUR) P-acc
UBS (Lux) Equity SICAV - Global Defensive (USD) (EUR) P-acc UBS (Lux) Equity SICAV - Global Defensive (USD) (EUR) P-acc Valor: 13791307
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Annual Return

-50%0%+50%

Risk level

110
0.16%EUR 113.97
UBS (Lux) Equity SICAV - Global Defensive (USD) U-X-acc
UBS (Lux) Equity SICAV - Global Defensive (USD) U-X-acc UBS (Lux) Equity SICAV - Global Defensive (USD) U-X-acc Valor: 55101149
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Annual Return

-50%0%+50%

Risk level

110
0.26%USD 143,060.74