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

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

Fund

ISIN LU2504084802 / Valor 12042014

NAV (2025-11-14)
HKD 10,742.40-0.55%

UBS (Lux) Strategy Fund - Balanced (USD) (HKD) P-6%-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
-0.57%USD 8,397,960.16
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
-0.57%USD 1,084.96
UBS (Lux) Strategy Fund - Balanced (USD) P-C-dist
UBS (Lux) Strategy Fund - Balanced (USD) P-C-dist UBS (Lux) Strategy Fund - Balanced (USD) P-C-dist Valor: 836193
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Annual Return

-50%0%+50%

Risk level

110
-0.57%USD 204.31
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
-0.57%GBP 923.87
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
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Annual Return

-50%0%+50%

Risk level

110
-0.57%USD 121.83
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
-0.54%HKD 1,124.82
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
-0.56%USD 160.41
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
-0.57%USD 1,039.80
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
-0.57%USD 186.24
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
-0.57%USD 1,212.87