UBS (Lux) Strategy Fund - Balanced (EUR) P-acc
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
UBS (Lux) SF Balanced Sust (EUR) is an actively managed fund that holds a roughly equal mix of global stocks and bonds, including money market instruments. The portfolio is widely diversified across different regions and sectors to spread risk and can be adjusted between equities and fixed income based on market conditions. Additionally, the fund may use derivatives and invest in other investment funds to help achieve its goals. It also incorporates environmental and social considerations in its investment choices, aiming to balance growth and stability while promoting responsible investing.
Content summarized by AI chatbot
Tags:
Sustainablebalanced
Ratings & reviews
0.00
0 votes
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
OTHER SHARE CLASSES OF THIS FUND
UBS (Lux) Strategy Fund - Balanced (EUR) Q-C-dist
UBS (Lux) Strategy Fund - Balanced (EUR) Q-C-dist
UBS (Lux) Strategy Fund - Balanced (EUR) Q-C-dist
Valor: 30823712
Annual Return
-50%0%+50%
Risk level
110
-0.84%EUR 131.37
UBS (Lux) Strategy Fund - Balanced (EUR) N-acc
UBS (Lux) Strategy Fund - Balanced (EUR) N-acc
UBS (Lux) Strategy Fund - Balanced (EUR) N-acc
Valor: 1586645
Annual Return
-50%0%+50%
Risk level
110
-0.85%EUR 19.82
UBS (Lux) Strategy Fund - Balanced (EUR) K-1-acc
UBS (Lux) Strategy Fund - Balanced (EUR) K-1-acc
UBS (Lux) Strategy Fund - Balanced (EUR) K-1-acc
Valor: 20561703
Annual Return
-50%0%+50%
Risk level
110
-0.84%EUR 4,856,299.47
UBS (Lux) Strategy Fund - Balanced (EUR) P-mdist
UBS (Lux) Strategy Fund - Balanced (EUR) P-mdist
UBS (Lux) Strategy Fund - Balanced (EUR) P-mdist
Valor: 23117013
Annual Return
-50%0%+50%
Risk level
110
-0.84%EUR 1,010.96
UBS (Lux) Strategy Fund - Balanced (EUR) I-A2-acc
UBS (Lux) Strategy Fund - Balanced (EUR) I-A2-acc
UBS (Lux) Strategy Fund - Balanced (EUR) I-A2-acc
Valor: 25147330
Annual Return
-50%0%+50%
Risk level
110
-0.84%EUR 149.23
UBS (Lux) Strategy Fund - Balanced (EUR) Q-acc
UBS (Lux) Strategy Fund - Balanced (EUR) Q-acc
UBS (Lux) Strategy Fund - Balanced (EUR) Q-acc
Valor: 21513471
Annual Return
-50%0%+50%
Risk level
110
-0.84%EUR 153.68
UBS (Lux) Strategy Fund - Balanced (EUR) (USD hedged) P-mdist