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

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

Fund

ISIN LU1121136730 / Valor 25609907

NAV (2025-11-26)
CNH 11,460.22+0.50%

UBS (Lux) Strategy Fund - Balanced (USD) (RMB hedged) 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) 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
0.51%USD 187.43
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
0.52%USD 1,205.61
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
0.51%AUD 1,002.91
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
0.51%USD 205.58
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
0.51%GBP 929.56
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
0.51%CAD 953.47
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
0.52%USD 122.00
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
0.53%HKD 1,132.96
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
0.52%USD 161.44
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
0.51%USD 1,214.25