UBS (Lux) Equity SICAV - USA Growth (USD) (EUR hedged) I-A1-acc header image

UBS (Lux) Equity SICAV - USA Growth (USD) (EUR hedged) I-A1-acc

Fund

ISIN LU2254336741 / Valor 57950596

NAV (2025-04-16)
EUR 143.24-2.72%

UBS (Lux) Equity SICAV - USA Growth (USD) (EUR hedged) I-A1-acc
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General Objective

The fund is an actively managed equity portfolio that focuses on investing in selected US companies with a primary focus on growth stocks. The fund aims to provide above-average growth potential compared to the overall market by diversifying across various sectors and primarily investing in large-cap companies.

Fund Exposure

The fund is exposed to companies in the Information Technology, Consumer Discretionary, Communication Services, Health care, Industrials, Financials, Consumer Staples, Energy, Real estate, and Materials sectors. The portfolio seeks to diversify its risk across Elite, Classic, and Cyclical growth companies, managed by a specialist growth investment team with a successful track record.

Risks

As an equity fund, UBS Growth Funds may be subject to high fluctuations in value, requiring an investment horizon of at least five years and corresponding risk tolerance. The fund's active management style may result in performance deviations from its reference index, and all investments are subject to market fluctuations. Additionally, the fund may use derivatives, introducing additional risks such as counterparty risk.

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Source

https://www.ubs.com/de/en/assetmanagement/funds/asset-class/lu0399033694-ubs-usa-growth-i-x-acc-pd001.html

Tags:
growth us equities russell 1000 growth

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Equity SICAV - USA Growth (USD) P-acc
UBS (Lux) Equity SICAV - USA Growth (USD) P-acc UBS (Lux) Equity SICAV - USA Growth (USD) P-acc Valor: 1930124
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Annual Return

-50%0%+50%

Risk level

110
-2.73%USD 76.61
UBS (Lux) Equity SICAV - USA Growth (USD) (CHF hedged) Q-acc
UBS (Lux) Equity SICAV - USA Growth (USD) (CHF hedged) Q-acc UBS (Lux) Equity SICAV - USA Growth (USD) (CHF hedged) Q-acc Valor: 28349828
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Annual Return

-50%0%+50%

Risk level

110
-2.75%CHF 239.45
UBS (Lux) Equity SICAV - USA Growth (USD) (CHF hedged) F-acc
UBS (Lux) Equity SICAV - USA Growth (USD) (CHF hedged) F-acc UBS (Lux) Equity SICAV - USA Growth (USD) (CHF hedged) F-acc Valor: 24024539
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Annual Return

-50%0%+50%

Risk level

110
-2.74%CHF 292.40
UBS (Lux) Equity SICAV - USA Growth (USD) I-X-acc
UBS (Lux) Equity SICAV - USA Growth (USD) I-X-acc UBS (Lux) Equity SICAV - USA Growth (USD) I-X-acc Valor: 4732797
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Annual Return

-50%0%+50%

Risk level

110
-2.72%USD 656.24
UBS (Lux) Equity SICAV - USA Growth (USD) F-acc
UBS (Lux) Equity SICAV - USA Growth (USD) F-acc UBS (Lux) Equity SICAV - USA Growth (USD) F-acc Valor: 4732786
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Annual Return

-50%0%+50%

Risk level

110
-2.72%USD 91.59
UBS (Lux) Equity SICAV - USA Growth (USD) I-B-acc
UBS (Lux) Equity SICAV - USA Growth (USD) I-B-acc UBS (Lux) Equity SICAV - USA Growth (USD) I-B-acc Valor: 4732795
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Annual Return

-50%0%+50%

Risk level

110
-2.72%USD 828.16
UBS (Lux) Equity SICAV - USA Growth (USD) (CHF hedged) P-acc
UBS (Lux) Equity SICAV - USA Growth (USD) (CHF hedged) P-acc UBS (Lux) Equity SICAV - USA Growth (USD) (CHF hedged) P-acc Valor: 12467227
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Annual Return

-50%0%+50%

Risk level

110
-2.75%CHF 369.14
UBS (Lux) Equity SICAV - USA Growth (USD) (EUR hedged) F-acc
UBS (Lux) Equity SICAV - USA Growth (USD) (EUR hedged) F-acc UBS (Lux) Equity SICAV - USA Growth (USD) (EUR hedged) F-acc Valor: 24024541
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Annual Return

-50%0%+50%

Risk level

110
-2.72%EUR 316.44
UBS (Lux) Equity SICAV - USA Growth (USD) I-A3-acc
UBS (Lux) Equity SICAV - USA Growth (USD) I-A3-acc UBS (Lux) Equity SICAV - USA Growth (USD) I-A3-acc Valor: 4732793
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Annual Return

-50%0%+50%

Risk level

110
-2.73%USD 98.51
UBS (Lux) Equity SICAV - USA Growth (USD) (EUR) Q-dist
UBS (Lux) Equity SICAV - USA Growth (USD) (EUR) Q-dist UBS (Lux) Equity SICAV - USA Growth (USD) (EUR) Q-dist Valor: 12980605
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Annual Return

-50%0%+50%

Risk level

110
-3.18%EUR 74.93