UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) K-1-acc header image

UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) K-1-acc

Fund

ISIN LU2796586803 / Valor 13414644

NAV (2025-05-13)
CHF 5,269,497.96+0.27%

UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) K-1-acc
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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 Sustainable (CHF) Q-acc
UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) Q-acc UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) Q-acc Valor: 28318110
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Annual Return

-50%0%+50%

Risk level

110
-0.10%CHF 121.87
UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) Q-dist
UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) Q-dist UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) Q-dist Valor: 28320145
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Annual Return

-50%0%+50%

Risk level

110
-0.11%CHF 110.62
UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) P-acc
UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) P-acc UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) P-acc Valor: 239657
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Annual Return

-50%0%+50%

Risk level

110
-0.10%CHF 2,119.27
UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) P-C-dist
UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) P-C-dist UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) P-C-dist Valor: 836190
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Annual Return

-50%0%+50%

Risk level

110
-0.10%CHF 107.39
UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) Q-C-dist
UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) Q-C-dist UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) Q-C-dist Valor: 30823706
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Annual Return

-50%0%+50%

Risk level

110
-0.10%CHF 114.06
UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) P-dist
UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) P-dist UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) P-dist Valor: 239656
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Annual Return

-50%0%+50%

Risk level

110
-0.10%CHF 1,502.66