UBS (Lux) Strategy Fund - Balanced (USD) I-A3-acc header image

UBS (Lux) Strategy Fund - Balanced (USD) I-A3-acc

Fund

ISIN LU1421906139 / Valor 32635873

NAV (2025-12-16)
USD 177.72-0.39%

UBS (Lux) Strategy Fund - Balanced (USD) I-A3-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

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
-0.34%USD 1,206.63
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
-0.34%USD 1,041.45
UBS (Lux) Strategy Fund - Balanced (USD) K-1-acc
UBS (Lux) Strategy Fund - Balanced (USD) K-1-acc UBS (Lux) Strategy Fund - Balanced (USD) K-1-acc Valor: 27350541
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Annual Return

-50%0%+50%

Risk level

110
-0.34%USD 8,443,927.41
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
-0.34%GBP 925.14
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
-0.34%USD 161.29
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
-0.16%USD 1,088.57
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
-0.34%CAD 947.78
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
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Annual Return

-50%0%+50%

Risk level

110
-0.37%HKD 1,128.34
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
-0.34%USD 187.26
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
-0.35%SGD 1,147.49