UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) Q-acc USD Hedged header image

UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) Q-acc USD Hedged

Fund

ISIN LU1240787686 / Valor 28363037

NAV (2024-10-21)
USD 180.16-0.89%

UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) Q-acc USD Hedged
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General Objective

The fund is an actively managed equity portfolio investing in European small-cap companies, focusing on companies' flexibility and ability to innovate. It promotes environmental and social characteristics and is diversified across various countries and sectors.

Fund Exposure

The fund is exposed to European small-cap companies, with sector exposure including industrials, financials, information technology, healthcare, consumer discretionary, and more. It has market exposure in countries such as the United Kingdom, Switzerland, Belgium, Germany, and others.

Risks

UBS Small & Mid Cap Funds invest in equities and may be subject to high fluctuations in value. An investment horizon of at least five years and corresponding risk tolerance are required. The fund's active management style can lead to substantial deviations from its reference index, and focusing on small-cap equities may entail additional risks.

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Source

https://www.ubs.com/de/en/assetmanagement/funds/asset-class/lu0399031052-ubs-small-caps-europe-sustainable-equity-fund-eur-i-b-acc-pd001.html

Tags:
europe small cap msci small cap europe

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) I-B-acc
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) I-B-acc UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) I-B-acc Valor: 4732745
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Annual Return

-50%0%+50%

Risk level

110
-0.89%EUR 341.23
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) (USD hedged) P-acc
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) (USD hedged) P-acc UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) (USD hedged) P-acc Valor: 24139206
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Annual Return

-50%0%+50%

Risk level

110
-0.89%USD 199.57
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) I-X-acc
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) I-X-acc UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) I-X-acc Valor: 4732747
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.89%EUR 104.91
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) P-acc
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) P-acc UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) P-acc Valor: 1930141
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.90%EUR 462.12
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) U-X EUR Acc
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) U-X EUR Acc UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) U-X EUR Acc Valor: 4732749
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.89%EUR 15,972.00
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) Q-acc
UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) Q-acc UBS (Lux) Equity SICAV - Small Caps Europe Sustainable (EUR) Q-acc Valor: 4732737
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.90%EUR 183.81