UBS (Lux) Strategy Fund - Equity Sustainable (CHF) Q-acc header image

UBS (Lux) Strategy Fund - Equity Sustainable (CHF) Q-acc

Fund

ISIN LU1240799343 / Valor 28320215

NAV (2025-01-20)
CHF 154.70+1.43%

UBS (Lux) Strategy Fund - Equity Sustainable (CHF) Q-acc
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General Objective

The fund aims to achieve long-term capital growth by investing in a diversified portfolio of equities and other equity paper, with a low exposure to fixed-income instruments. The fund promotes environmental and social characteristics and operates without any benchmark restrictions.

Fund Exposure

The fund is primarily exposed to equities, with a sector breakdown that includes investments in companies such as Nestle SA, Roche Holding AG, and Novartis AG. The fund also has exposure to various currencies, including CHF, EUR, and USD, providing investors with global market opportunities in the equity space.

Risks

Investing in equities, bonds, and money market securities on a global basis exposes the fund to high fluctuations in value. The use of derivatives in the fund's strategy can reduce investment risk but may also introduce additional risks, such as counterparty risk. Investors should have an elevated risk tolerance and capacity when considering this fund. Specific risks associated with the fund can be found in the prospectus.

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Source

https://www.ubs.com/de/de/assetmanagement/funds/euroinvest/product-details/lu0071007289.html

Tags:
equities sustainability

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Strategy Fund - Equity Sustainable (CHF) P-acc
UBS (Lux) Strategy Fund - Equity Sustainable (CHF) P-acc UBS (Lux) Strategy Fund - Equity Sustainable (CHF) P-acc Valor: 529255
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Annual Return

-50%0%+50%

Risk level

110
1.42%CHF 930.72