UBS (Lux) Strategy Fund - Balanced (EUR) P-C-dist header image

UBS (Lux) Strategy Fund - Balanced (EUR) P-C-dist

Fund

ISIN LU0108564344 / Valor 836192

NAV (2025-12-04)
EUR 130.77+0.15%

UBS (Lux) Strategy Fund - Balanced (EUR) P-C-dist
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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.

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Tags:
Sustainable balanced

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Strategy Fund - Balanced (EUR) P-dist
UBS (Lux) Strategy Fund - Balanced (EUR) P-dist UBS (Lux) Strategy Fund - Balanced (EUR) P-dist Valor: 239649
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Annual Return

-50%0%+50%

Risk level

110
0.15%EUR 1,959.65
UBS (Lux) Strategy Fund - Balanced (EUR) (USD hedged) P-acc
UBS (Lux) Strategy Fund - Balanced (EUR) (USD hedged) P-acc UBS (Lux) Strategy Fund - Balanced (EUR) (USD hedged) P-acc Valor: 13521879
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Annual Return

-50%0%+50%

Risk level

110
0.16%USD 1,134.20
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
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Annual Return

-50%0%+50%

Risk level

110
0.15%EUR 156.78
UBS (Lux) Strategy Fund - Balanced (EUR) (USD hedged) P-mdist
UBS (Lux) Strategy Fund - Balanced (EUR) (USD hedged) P-mdist UBS (Lux) Strategy Fund - Balanced (EUR) (USD hedged) P-mdist Valor: 23117015
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Annual Return

-50%0%+50%

Risk level

110
0.16%USD 1,143.34
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
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Annual Return

-50%0%+50%

Risk level

110
0.15%EUR 1,031.03
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
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Annual Return

-50%0%+50%

Risk level

110
0.16%EUR 152.26
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
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Annual Return

-50%0%+50%

Risk level

110
0.15%EUR 4,954,052.49
UBS (Lux) Strategy Fund - Balanced (EUR) P-acc
UBS (Lux) Strategy Fund - Balanced (EUR) P-acc UBS (Lux) Strategy Fund - Balanced (EUR) P-acc Valor: 239655
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Annual Return

-50%0%+50%

Risk level

110
0.15%EUR 3,237.41
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
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Annual Return

-50%0%+50%

Risk level

110
0.15%EUR 20.21
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
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Annual Return

-50%0%+50%

Risk level

110
0.15%EUR 134.02