UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (SGD hedged) Q-mdist header image

UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (SGD hedged) Q-mdist

Fund

ISIN LU1240798881 / Valor 28329688

NAV (2024-10-22)
SGD 112.45-0.31%

UBS (Lux) Strategy Fund - Balanced Sustainable (USD) (SGD hedged) Q-mdist
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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, striking an even balance between equities and bonds while largely hedging foreign currencies versus the reference currency.

Fund Exposure

The fund is exposed to a mix of asset classes, including equities, high-quality bonds, and money market instruments. It maintains a specific range of weighting for different asset classes to manage risk effectively.

Risks

Investing in equities, bonds of varying credit quality, and money market securities globally may subject the fund to high fluctuations in value. The use of derivatives can reduce investment risk but also introduce additional risks, such as counterparty risk. Investors should have an elevated risk tolerance and capacity when considering this fund.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu1240799269-ubs-strategy-fund-balanced-sustainable-usd-q-mdist-pd001.html

Tags:
esg balanced allocation

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