UBS (Lux) Strategy Fund - Balanced (USD) I-A1-acc header image

UBS (Lux) Strategy Fund - Balanced (USD) I-A1-acc

Fund

ISIN LU2796587017 / Valor 13414275

NAV (2025-11-26)
USD 1,205.61+0.52%

UBS (Lux) Strategy Fund - Balanced (USD) I-A1-acc
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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:
esg balanced allocation

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OTHER SHARE CLASSES OF THIS FUND

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UBS (Lux) Strategy Fund - Balanced (USD) (HKD) Q-4%-mdist UBS (Lux) Strategy Fund - Balanced (USD) (HKD) Q-4%-mdist Valor: 28329686
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Annual Return

-50%0%+50%

Risk level

110
0.53%HKD 1,132.96
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
0.51%USD 187.43
UBS (Lux) Strategy Fund - Balanced (USD) P-dist
UBS (Lux) Strategy Fund - Balanced (USD) P-dist UBS (Lux) Strategy Fund - Balanced (USD) P-dist Valor: 239658
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Annual Return

-50%0%+50%

Risk level

110
0.51%USD 2,778.29
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
0.52%USD 122.00
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
0.51%USD 1,091.70
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
0.49%SGD 1,155.01
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
0.51%USD 1,214.25
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
0.51%USD 1,046.26
UBS (Lux) Strategy Fund - Balanced (USD) P-acc
UBS (Lux) Strategy Fund - Balanced (USD) P-acc UBS (Lux) Strategy Fund - Balanced (USD) P-acc Valor: 239659
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Annual Return

-50%0%+50%

Risk level

110
0.51%USD 4,496.53
UBS (Lux) Strategy Fund - Balanced (USD) P-C-dist
UBS (Lux) Strategy Fund - Balanced (USD) P-C-dist UBS (Lux) Strategy Fund - Balanced (USD) P-C-dist Valor: 836193
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Annual Return

-50%0%+50%

Risk level

110
0.51%USD 205.58