UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-C-dist header image

UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-C-dist

Fund

ISIN LU0108564427 / Valor 836193

NAV (2025-03-07)
USD 185.91-0.06%

UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-C-dist
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund aims to invest globally in a diversified range of equities, high-quality bonds, and money market instruments while striking a balance between equities and bonds.

Fund Exposure

The fund is exposed to a mix of asset classes, including equities, high-quality bonds, and money market instruments. It also invests in various currencies and sectors to achieve its objective.

Risks

Investors should be aware of risks such as currency fluctuations, market volatility, and the potential impact of interest rate changes on the fund's performance.

Content summarized by AI chatbot
Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu1240798618-ubs-strategy-fund-balanced-sustainable-usd-hkd-q-4-mdist-pd001.html

Tags:
esg balanced allocation

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (AUD hedged) Q-4%-mdist
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (AUD hedged) Q-4%-mdist UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (AUD hedged) Q-4%-mdist Valor: 28328986
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.07%AUD 105.39
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) Q-acc
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) Q-acc UBS (Lux) Strategy Fund - Balanced Sustainable (USD) Q-acc Valor: 21513473
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.05%USD 167.37
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-4%-mdist
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-4%-mdist UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-4%-mdist Valor: 25287564
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.06%USD 967.49
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-6%-mdist
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-6%-mdist UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-6%-mdist Valor: 12042013
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.06%USD 1,024.86
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-dist
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-dist UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-dist Valor: 239658
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.06%USD 2,512.58
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-mdist
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-mdist UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-mdist Valor: 23116938
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.06%USD 1,139.70
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (HKD) P-4%-mdist
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (HKD) P-4%-mdist UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (HKD) P-4%-mdist Valor: 25609909
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.04%HKD 9,809.94
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) I-A3-acc
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) I-A3-acc UBS (Lux) Strategy Fund - Balanced Sustainable (USD) I-A3-acc Valor: 32635873
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.05%USD 158.44
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (AUD hedged) P-4%-mdist
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (AUD hedged) P-4%-mdist UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (AUD hedged) P-4%-mdist Valor: 25609874
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.07%AUD 934.73
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (HKD) P-6%-mdist
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (HKD) P-6%-mdist UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (HKD) P-6%-mdist Valor: 12042014
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.04%HKD 10,148.16