UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) Q-4%-mdist header image

UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) Q-4%-mdist

Fund

ISIN LU1240798378 / Valor 28328986

NAV (2025-11-20)
AUD 111.68-0.14%

UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) Q-4%-mdist
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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) 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
-0.14%USD 184.19
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
-0.14%USD 1,193.34
UBS (Lux) Strategy Fund - Balanced (USD) I-A1-acc
UBS (Lux) Strategy Fund - Balanced (USD) I-A1-acc UBS (Lux) Strategy Fund - Balanced (USD) I-A1-acc Valor: 13414275
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Annual Return

-50%0%+50%

Risk level

110
-0.14%USD 1,184.71
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
-0.14%USD 1,028.25
UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) P-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) P-4%-mdist UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) P-4%-mdist Valor: 25609874
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Annual Return

-50%0%+50%

Risk level

110
-0.14%AUD 985.88
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
-0.13%GBP 913.56
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
-0.14%USD 158.64
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
-0.19%HKD 1,114.02
UBS (Lux) Strategy Fund - Balanced (USD) P-dist
UBS (Lux) Strategy Fund - Balanced (USD) P-dist UBS (Lux) Strategy Fund - Balanced (USD) P-dist Valor: 239658
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Annual Return

-50%0%+50%

Risk level

110
-0.14%USD 2,730.45
UBS (Lux) Strategy Fund - Balanced (USD) P-acc
UBS (Lux) Strategy Fund - Balanced (USD) P-acc UBS (Lux) Strategy Fund - Balanced (USD) P-acc Valor: 239659
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Annual Return

-50%0%+50%

Risk level

110
-0.14%USD 4,419.10