UBS (Lux) Strategy Fund - Balanced (CHF) Q-C-dist header image

UBS (Lux) Strategy Fund - Balanced (CHF) Q-C-dist

Fund

ISIN LU1240797214 / Valor 30823706

NAV (2025-12-11)
CHF 121.33-0.02%

UBS (Lux) Strategy Fund - Balanced (CHF) Q-C-dist
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UBS (Lux) SF Balanced Sust (CHF) is an actively managed fund that holds a diverse mix of global stocks and bonds, including money market instruments, with a flexible balance between these asset types. The portfolio manager may use derivatives and invest in other funds to support the fund’s environmental and social sustainability goals, while ensuring broad worldwide diversification in line with UBS’s investment strategies.

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Tags:
esg balanced fund

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Strategy Fund - Balanced (CHF) Q-dist
UBS (Lux) Strategy Fund - Balanced (CHF) Q-dist UBS (Lux) Strategy Fund - Balanced (CHF) Q-dist Valor: 28320145
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Annual Return

-50%0%+50%

Risk level

110
-0.03%CHF 117.68
UBS (Lux) Strategy Fund - Balanced (CHF) Q-acc
UBS (Lux) Strategy Fund - Balanced (CHF) Q-acc UBS (Lux) Strategy Fund - Balanced (CHF) Q-acc Valor: 28318110
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Annual Return

-50%0%+50%

Risk level

110
-0.02%CHF 129.64
UBS (Lux) Strategy Fund - Balanced (CHF) P-C-dist
UBS (Lux) Strategy Fund - Balanced (CHF) P-C-dist UBS (Lux) Strategy Fund - Balanced (CHF) P-C-dist Valor: 836190
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Annual Return

-50%0%+50%

Risk level

110
-0.03%CHF 113.79
UBS (Lux) Strategy Fund - Balanced (CHF) P-acc
UBS (Lux) Strategy Fund - Balanced (CHF) P-acc UBS (Lux) Strategy Fund - Balanced (CHF) P-acc Valor: 239657
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Annual Return

-50%0%+50%

Risk level

110
-0.03%CHF 2,245.67
UBS (Lux) Strategy Fund - Balanced (CHF) K-1-acc
UBS (Lux) Strategy Fund - Balanced (CHF) K-1-acc UBS (Lux) Strategy Fund - Balanced (CHF) K-1-acc Valor: 13414644
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Annual Return

-50%0%+50%

Risk level

110
-0.03%CHF 5,598,189.30
UBS (Lux) Strategy Fund - Balanced (CHF) P-dist
UBS (Lux) Strategy Fund - Balanced (CHF) P-dist UBS (Lux) Strategy Fund - Balanced (CHF) P-dist Valor: 239656
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Annual Return

-50%0%+50%

Risk level

110
-0.03%CHF 1,592.29