UBS (Lux) Strategy Fund - Balanced (USD) - (AUD hedged) P-6%-mdist - AUD header image

UBS (Lux) Strategy Fund - Balanced (USD) - (AUD hedged) P-6%-mdist - AUD

Fund

ISIN LU2504084984 / Valor 12042014

NAV (2026-09-04)
AUD 1,080.70+0.02%

UBS (Lux) Strategy Fund - Balanced (USD) - (AUD hedged) P-6%-mdist - AUD
UMushroom community rating:

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

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.

Content summarized by AI chatbot
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 (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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.02%GBP 976.60
UBS (Lux) Strategy Fund - Balanced (USD) Q-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) Q-4%-mdist UBS (Lux) Strategy Fund - Balanced (USD) Q-4%-mdist Valor: 28330431
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.02%USD 128.21
UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) Q-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) Q-4%-mdist UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) Q-4%-mdist Valor: 28328986
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.02%AUD 119.95
UBS (Lux) Strategy Fund - Balanced (USD) I-A1-dist
UBS (Lux) Strategy Fund - Balanced (USD) I-A1-dist UBS (Lux) Strategy Fund - Balanced (USD) I-A1-dist Valor: 12974966
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.02%USD 1,382.33
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.02%USD 204.16
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.02%USD 1,100.38
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.02%USD 127.06
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.01%SGD 1,186.23
UBS (Lux) Strategy Fund - Balanced (USD) (SGD hedged) Q-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (SGD hedged) Q-mdist UBS (Lux) Strategy Fund - Balanced (USD) (SGD hedged) Q-mdist Valor: 28329688
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.01%SGD 121.10
UBS (Lux) Strategy Fund - Balanced (USD) (HKD) P-6%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (HKD) P-6%-mdist UBS (Lux) Strategy Fund - Balanced (USD) (HKD) P-6%-mdist Valor: 12042014
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.83%HKD 11,183.49