UBS (Lux) Equity SICAV - USA Value (USD) (EUR hedged) P-acc header image

UBS (Lux) Equity SICAV - USA Value (USD) (EUR hedged) P-acc

Fund

ISIN LU0236040357 / Valor 2340350

NAV (2026-07-24)
EUR 456.19+0.25%

UBS (Lux) Equity SICAV - USA Value (USD) (EUR hedged) P-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 - USA Value (USD) P-acc
UBS (Lux) Equity SICAV - USA Value (USD) P-acc UBS (Lux) Equity SICAV - USA Value (USD) P-acc Valor: 512728
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Annual Return

-50%0%+50%

Risk level

110
0.26%USD 758.73
UBS (Lux) Equity SICAV - USA Value (USD) Q-acc
UBS (Lux) Equity SICAV - USA Value (USD) Q-acc UBS (Lux) Equity SICAV - USA Value (USD) Q-acc Valor: 3944079
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Annual Return

-50%0%+50%

Risk level

110
0.26%USD 443.75
UBS (Lux) Equity SICAV - USA Value (USD) U-X-acc
UBS (Lux) Equity SICAV - USA Value (USD) U-X-acc UBS (Lux) Equity SICAV - USA Value (USD) U-X-acc Valor: 4732872
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Annual Return

-50%0%+50%

Risk level

110
0.26%USD 10,874.08
UBS (Lux) Equity SICAV - USA Value (USD) I-B-acc
UBS (Lux) Equity SICAV - USA Value (USD) I-B-acc UBS (Lux) Equity SICAV - USA Value (USD) I-B-acc Valor: 20662030
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Annual Return

-50%0%+50%

Risk level

110
0.26%USD 491.15
UBS (Lux) Equity SICAV - USA Value (USD) P Inc
UBS (Lux) Equity SICAV - USA Value (USD) P Inc UBS (Lux) Equity SICAV - USA Value (USD) P Inc Valor: 4732849
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Annual Return

-50%0%+50%

Risk level

110
0.26%USD 384.16
UBS (Lux) Equity SICAV - USA Value (USD) I-A1-acc
UBS (Lux) Equity SICAV - USA Value (USD) I-A1-acc UBS (Lux) Equity SICAV - USA Value (USD) I-A1-acc Valor: 20026252
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Annual Return

-50%0%+50%

Risk level

110
0.26%USD 309.06
UBS (Lux) Equity SICAV - USA Value (USD) (EUR hedged) Q-acc
UBS (Lux) Equity SICAV - USA Value (USD) (EUR hedged) Q-acc UBS (Lux) Equity SICAV - USA Value (USD) (EUR hedged) Q-acc Valor: 3944067
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Annual Return

-50%0%+50%

Risk level

110
0.26%EUR 250.25
UBS (Lux) Equity SICAV - USA Value (USD) Q Inc
UBS (Lux) Equity SICAV - USA Value (USD) Q Inc UBS (Lux) Equity SICAV - USA Value (USD) Q Inc Valor: 28368586
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Annual Return

-50%0%+50%

Risk level

110
0.26%USD 309.15