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

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

Fund

ISIN LU1240798964 / Valor 28330431

NAV (2026-09-04)
USD 128.21+0.02%

UBS (Lux) Strategy Fund - Balanced (USD) 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) (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
0.02%GBP 976.60
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
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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
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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
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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
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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
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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
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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
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Annual Return

-50%0%+50%

Risk level

110
0.01%SGD 121.10
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
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Annual Return

-50%0%+50%

Risk level

110
0.02%AUD 1,080.70
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
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Annual Return

-50%0%+50%

Risk level

110
0.83%HKD 11,183.49
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