UBS (Lux) Strategy Fund - Balanced (USD) (HKD) P-4%-mdist header image

UBS (Lux) Strategy Fund - Balanced (USD) (HKD) P-4%-mdist

Fund

ISIN LU1121136813 / Valor 25609909

NAV (2025-12-10)
HKD 10,640.46-0.13%

UBS (Lux) Strategy Fund - Balanced (USD) (HKD) P-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) K-1-acc
UBS (Lux) Strategy Fund - Balanced (USD) K-1-acc UBS (Lux) Strategy Fund - Balanced (USD) K-1-acc Valor: 27350541
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Annual Return

-50%0%+50%

Risk level

110
0.21%USD 8,497,760.09
UBS (Lux) Strategy Fund - Balanced (USD) P-6%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) P-6%-mdist UBS (Lux) Strategy Fund - Balanced (USD) P-6%-mdist Valor: 12042013
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Annual Return

-50%0%+50%

Risk level

110
-0.29%USD 1,091.90
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
-0.12%GBP 931.23
UBS (Lux) Strategy Fund - Balanced (USD) (CAD hedged) P-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (CAD hedged) P-4%-mdist UBS (Lux) Strategy Fund - Balanced (USD) (CAD hedged) P-4%-mdist Valor: 27090976
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Annual Return

-50%0%+50%

Risk level

110
-0.13%CAD 954.26
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
0.21%USD 162.32
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
-0.13%HKD 1,135.84
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
-0.12%AUD 1,004.58
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
0.21%USD 188.46
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
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Annual Return

-50%0%+50%

Risk level

110
0.20%SGD 1,159.74
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
0.21%USD 1,212.18