UBS (Lux) Equity SICAV - Innovation (USD) A-acc header image

UBS (Lux) Equity SICAV - Innovation (USD) A-acc

Fund

ISIN LU2459128034 / Valor 11871110

NAV (2025-04-22)
USD 114.73+0.73%

UBS (Lux) Equity SICAV - Innovation (USD) A-acc
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund is an actively managed, highly diversified global equity fund that invests in a range of innovative substrategies focusing on themes such as climate, environment, digital transformation, health, society, consumption, and production, as well as innovative emerging market, growth, and value strategies.

Fund Exposure

The fund is exposed to a multi-thematic one-stop global equity solution with exposure to innovative, emerging sub-strategies. It invests in themes where companies are solution providers for the challenges of tomorrow, with allocations to multiple themes to improve diversification and the portfolio's risk profile. The fund has market exposure in countries such as the United States, United Kingdom, Japan, Germany, and others.

Risks

The fund invests in equities and pursues an active management style, which may lead to high fluctuations in value and substantial deviations from its reference index. The value of a unit may fall below the purchase price, requiring an elevated risk tolerance and capacity. Specific risks are outlined in the prospectus, and the fund may not be suitable for investors planning to withdraw their money before the recommended holding period.

Content summarized by AI chatbot
Source

https://www.ubs.com/de/de/assetmanagement/funds/euroinvest/product-details/lu2459128034.html

Tags:
global equities msci ac world innovative strategies

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Equity SICAV - Innovation (USD) (EUR hedged) A-acc
UBS (Lux) Equity SICAV - Innovation (USD) (EUR hedged) A-acc UBS (Lux) Equity SICAV - Innovation (USD) (EUR hedged) A-acc Valor: 11943548
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.70%EUR 107.24
UBS (Lux) Equity SICAV - Innovation (USD) I-X-acc
UBS (Lux) Equity SICAV - Innovation (USD) I-X-acc UBS (Lux) Equity SICAV - Innovation (USD) I-X-acc Valor: 11943548
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.73%USD 115.06
UBS (Lux) Equity SICAV - Innovation (USD) (CHF hedged) A-acc
UBS (Lux) Equity SICAV - Innovation (USD) (CHF hedged) A-acc UBS (Lux) Equity SICAV - Innovation (USD) (CHF hedged) A-acc Valor: 11943548
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.68%CHF 101.83