UBS (Lux) Equity SICAV - US Opportunity (USD) I-A1-acc header image

UBS (Lux) Equity SICAV - US Opportunity (USD) I-A1-acc

Fund

ISIN LU0399039113 / Valor 20026252

NAV (2025-11-20)
USD 271.02-1.48%

UBS (Lux) Equity SICAV - US Opportunity (USD) I-A1-acc
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UBS (Lux) ES US Opportunity (USD) is an actively managed equity fund that focuses on a concentrated selection of US-based companies, including both small and mid-cap stocks. The fund's managers carefully choose specific securities to build a tailored portfolio, allowing them to adjust holdings based on market valuations and identify unique investment opportunities. This approach enables the fund to potentially achieve higher growth by not being restricted to a standard benchmark, leveraging the expertise of the portfolio manager to select companies with strong growth potential.

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Tags:
us equities large companies msci usa

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Equity SICAV - US Opportunity (USD) Q-acc
UBS (Lux) Equity SICAV - US Opportunity (USD) Q-acc UBS (Lux) Equity SICAV - US Opportunity (USD) Q-acc Valor: 3944079
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Annual Return

-50%0%+50%

Risk level

110
-1.47%USD 389.52
UBS (Lux) Equity SICAV - US Opportunity (USD) P Inc
UBS (Lux) Equity SICAV - US Opportunity (USD) P Inc UBS (Lux) Equity SICAV - US Opportunity (USD) P Inc Valor: 4732849
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Annual Return

-50%0%+50%

Risk level

110
-1.47%USD 338.90
UBS (Lux) Equity SICAV - US Opportunity (USD) P-acc
UBS (Lux) Equity SICAV - US Opportunity (USD) P-acc UBS (Lux) Equity SICAV - US Opportunity (USD) P-acc Valor: 512728
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Annual Return

-50%0%+50%

Risk level

110
-1.48%USD 669.34
UBS (Lux) Equity SICAV - US Opportunity (USD) (EUR hedged) Q-acc
UBS (Lux) Equity SICAV - US Opportunity (USD) (EUR hedged) Q-acc UBS (Lux) Equity SICAV - US Opportunity (USD) (EUR hedged) Q-acc Valor: 3944067
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Annual Return

-50%0%+50%

Risk level

110
-1.49%EUR 222.74
UBS (Lux) Equity SICAV - US Opportunity (USD) (EUR hedged) P-acc
UBS (Lux) Equity SICAV - US Opportunity (USD) (EUR hedged) P-acc UBS (Lux) Equity SICAV - US Opportunity (USD) (EUR hedged) P-acc Valor: 2340350
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Annual Return

-50%0%+50%

Risk level

110
-1.49%EUR 408.08
UBS (Lux) Equity SICAV - US Opportunity (USD) I-B-acc
UBS (Lux) Equity SICAV - US Opportunity (USD) I-B-acc UBS (Lux) Equity SICAV - US Opportunity (USD) I-B-acc Valor: 20662030
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Annual Return

-50%0%+50%

Risk level

110
-1.47%USD 428.59
UBS (Lux) Equity SICAV - US Opportunity (USD) Q Inc
UBS (Lux) Equity SICAV - US Opportunity (USD) Q Inc UBS (Lux) Equity SICAV - US Opportunity (USD) Q Inc Valor: 28368586
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Annual Return

-50%0%+50%

Risk level

110
-1.47%USD 271.37