UBS (Lux) Strategy Fund - Balanced (USD) (SGD hedged) P-mdist header image

UBS (Lux) Strategy Fund - Balanced (USD) (SGD hedged) P-mdist

Fund

ISIN LU1008478841 / Valor 23116940

NAV (2026-09-03)
SGD 1,186.11+0.35%

UBS (Lux) Strategy Fund - Balanced (USD) (SGD hedged) P-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) 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
0.36%USD 1,100.19
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
0.36%GBP 976.43
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
0.36%USD 127.04
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
0.36%SGD 121.09
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
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Annual Return

-50%0%+50%

Risk level

110
0.36%USD 128.18
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
0.47%USD 1,382.07
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
0.36%AUD 119.93
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
0.36%USD 204.12
UBS (Lux) Strategy Fund - Balanced (USD) P-acc
UBS (Lux) Strategy Fund - Balanced (USD) P-acc UBS (Lux) Strategy Fund - Balanced (USD) P-acc Valor: 239659
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Annual Return

-50%0%+50%

Risk level

110
0.36%USD 4,871.65
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
0.36%USD 221.31