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

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

Fund

ISIN LU0049785529 / Valor 239658

NAV (2024-12-19)
USD 2,507.69-0.88%

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

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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

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OTHER SHARE CLASSES OF THIS FUND

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

-50%0%+50%

Risk level

110
-0.83%USD 1,073.36
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (SGD hedged) P-mdist
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Risk level

110
-0.90%SGD 1,102.44
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (JPY hedged) P-acc
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Risk level

110
-0.95%JPY 101,909.00
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) K-1-acc
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Annual Return

-50%0%+50%

Risk level

110
-0.87%USD 7,525,390.41
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (GBP hedged) P-4%-mdist
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Annual Return

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Risk level

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-0.89%GBP 866.78
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (CAD hedged) P-4%-mdist
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Annual Return

-50%0%+50%

Risk level

110
-0.89%CAD 900.56
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-mdist
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Annual Return

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Risk level

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UBS (Lux) Strategy Fund - Balanced Sustainable (USD) I-A1-dist
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Annual Return

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Risk level

110
-0.83%USD 1,160.07
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (AUD hedged) Q-4%-mdist
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Annual Return

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Risk level

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

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