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

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

Fund

ISIN LU2184892144 / Valor 55101149

NAV (2025-12-15)
USD 142,932.61+0.05%

UBS (Lux) Equity SICAV - Global Defensive (USD) U-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
0.05%USD 140.65
UBS (Lux) Equity SICAV - Global Defensive (USD) I-X-acc
UBS (Lux) Equity SICAV - Global Defensive (USD) I-X-acc UBS (Lux) Equity SICAV - Global Defensive (USD) I-X-acc Valor: 55225018
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Annual Return

-50%0%+50%

Risk level

110
0.05%USD 184.99
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
-0.17%EUR 112.98