Home
Movement
Investments
Education
Blog
Plans
UBS (Lux) Strategy Fund - Balanced (USD) P-4%-mdist header image

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

Fund

ISIN LU1107502343 / Valor 25287564

NAV (2026-09-10)
USD 1,082.01-0.89%

UBS (Lux) Strategy Fund - Balanced (USD) P-4%-mdist
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) (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
-0.90%AUD 117.96
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
-0.57%SGD 119.45
UBS (Lux) Strategy Fund - Balanced (USD) (RMB hedged) P-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (RMB hedged) P-4%-mdist UBS (Lux) Strategy Fund - Balanced (USD) (RMB hedged) P-4%-mdist Valor: 25609907
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.90%CNH 11,618.87
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
-0.90%GBP 960.29
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.90%CAD 972.50
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
-0.56%USD 125.38
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
-0.56%USD 1,364.00
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
-0.90%USD 126.08
UBS (Lux) Strategy Fund - Balanced (USD) (JPY hedged) P-acc
UBS (Lux) Strategy Fund - Balanced (USD) (JPY hedged) P-acc UBS (Lux) Strategy Fund - Balanced (USD) (JPY hedged) P-acc Valor: 13414693
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.56%JPY 114,347.00
UBS (Lux) Strategy Fund - Balanced (USD) - (AUD hedged) P-6%-mdist - AUD
UBS (Lux) Strategy Fund - Balanced (USD) - (AUD hedged) P-6%-mdist - AUD UBS (Lux) Strategy Fund - Balanced (USD) - (AUD hedged) P-6%-mdist - AUD Valor: 12042014
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.07%AUD 1,060.87
SIXFactSetClearbitLogos provided by Clearbit