UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) Q-4%-mdist header image

UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) Q-4%-mdist

Fund

ISIN LU1240798378 / Valor 28328986

NAV (2025-12-17)
AUD 112.86-0.23%

UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) Q-4%-mdist
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UBS (Lux) SF Balanced Sust (USD) is an actively managed global fund that maintains an even split between a diverse array of international equities and high-quality bonds. Additionally, it includes money market instruments to enhance stability. This balanced approach aims to provide both growth potential from stocks and steady income from bonds, ensuring a well-rounded and diversified investment portfolio.

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Tags:
balanced allocation esg

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Strategy Fund - Balanced (USD) Q-dist
UBS (Lux) Strategy Fund - Balanced (USD) Q-dist UBS (Lux) Strategy Fund - Balanced (USD) Q-dist Valor: 28330432
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Annual Return

-50%0%+50%

Risk level

110
-0.23%USD 160.92
UBS (Lux) Strategy Fund - Balanced (USD) P-mdist
UBS (Lux) Strategy Fund - Balanced (USD) P-mdist UBS (Lux) Strategy Fund - Balanced (USD) P-mdist Valor: 23116938
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Annual Return

-50%0%+50%

Risk level

110
-0.23%USD 1,203.80
UBS (Lux) Strategy Fund - Balanced (USD) (SGD hedged) P-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (SGD hedged) P-mdist UBS (Lux) Strategy Fund - Balanced (USD) (SGD hedged) P-mdist Valor: 23116940
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Annual Return

-50%0%+50%

Risk level

110
-0.25%SGD 1,144.62
UBS (Lux) Strategy Fund - Balanced (USD) P-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) P-4%-mdist UBS (Lux) Strategy Fund - Balanced (USD) P-4%-mdist Valor: 25287564
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Annual Return

-50%0%+50%

Risk level

110
-0.24%USD 1,039.00
UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) P-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) P-4%-mdist UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) P-4%-mdist Valor: 25609874
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Annual Return

-50%0%+50%

Risk level

110
-0.24%AUD 995.72
UBS (Lux) Strategy Fund - Balanced (USD) (GBP hedged) P-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (GBP hedged) P-4%-mdist UBS (Lux) Strategy Fund - Balanced (USD) (GBP hedged) P-4%-mdist Valor: 27206338
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Annual Return

-50%0%+50%

Risk level

110
-0.23%GBP 923.00
UBS (Lux) Strategy Fund - Balanced (USD) P-6%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) P-6%-mdist UBS (Lux) Strategy Fund - Balanced (USD) P-6%-mdist Valor: 12042013
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Annual Return

-50%0%+50%

Risk level

110
-0.24%USD 1,082.32
UBS (Lux) Strategy Fund - Balanced (USD) Q-acc
UBS (Lux) Strategy Fund - Balanced (USD) Q-acc UBS (Lux) Strategy Fund - Balanced (USD) Q-acc Valor: 21513473
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Annual Return

-50%0%+50%

Risk level

110
-0.23%USD 186.83
UBS (Lux) Strategy Fund - Balanced (USD) Q-mdist
UBS (Lux) Strategy Fund - Balanced (USD) Q-mdist UBS (Lux) Strategy Fund - Balanced (USD) Q-mdist Valor: 28330434
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Annual Return

-50%0%+50%

Risk level

110
-0.24%USD 120.99
UBS (Lux) Strategy Fund - Balanced (USD) (CAD hedged) P-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (CAD hedged) P-4%-mdist UBS (Lux) Strategy Fund - Balanced (USD) (CAD hedged) P-4%-mdist Valor: 27090976
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Annual Return

-50%0%+50%

Risk level

110
-0.24%CAD 945.51