UBS (Lux) Strategy Fund - Balanced (USD) (HKD) P-6%-mdist
Fund
ISIN LU2504084802 / Valor 12042014
NAV (2025-12-11)
HKD 10,836.07+0.11%
UBS (Lux) Strategy Fund - Balanced (USD) (HKD) P-6%-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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esgbalanced allocation
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OTHER SHARE CLASSES OF THIS FUND
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
Annual Return
-50%0%+50%
Risk level
110
0.11%USD 1,093.07
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
Annual Return
-50%0%+50%
Risk level
110
0.11%USD 122.79
UBS (Lux) Strategy Fund - Balanced (USD) I-A1-acc
UBS (Lux) Strategy Fund - Balanced (USD) I-A1-acc
UBS (Lux) Strategy Fund - Balanced (USD) I-A1-acc
Valor: 13414275
Annual Return
-50%0%+50%
Risk level
110
0.11%USD 1,213.50
UBS (Lux) Strategy Fund - Balanced (USD) (HKD) Q-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (HKD) Q-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (HKD) Q-4%-mdist
Valor: 28329686
Annual Return
-50%0%+50%
Risk level
110
0.11%HKD 1,137.09
UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) P-4%-mdist