UBS (Lux) Strategy Fund - Equity Sustainable (EUR) P-acc header image

UBS (Lux) Strategy Fund - Equity Sustainable (EUR) P-acc

Fund

ISIN LU0073129206 / Valor 564500

NAV (2025-02-07)
EUR 633.36-0.53%

UBS (Lux) Strategy Fund - Equity Sustainable (EUR) P-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 exposed to a wide range of asset classes, with a significant allocation to equities from various sectors and geographies. The fund also utilizes an active currency strategy to take advantage of opportunities in foreign currencies. The portfolio includes investments in companies such as Microsoft Corp, SAP SE, and NVIDIA Corp.

Risks

Investing in this fund involves risks associated with fluctuations in equity and bond markets, as well as potential risks from the use of derivatives. The fund's value may fall below the purchase price, requiring investors to have an elevated risk tolerance and capacity. Specific risks associated with the fund can be found in the prospectus.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu0073129206-ubs-strategy-fund-sustainable-equity-eur-p-acc-pd001.html

Tags:
equities sustainability

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Strategy Fund - Equity Sustainable (EUR) I-A3-acc
UBS (Lux) Strategy Fund - Equity Sustainable (EUR) I-A3-acc UBS (Lux) Strategy Fund - Equity Sustainable (EUR) I-A3-acc Valor: 54923970
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Annual Return

-50%0%+50%

Risk level

110
-0.52%EUR 114.79
UBS (Lux) Strategy Fund - Equity Sustainable (EUR) Q-acc
UBS (Lux) Strategy Fund - Equity Sustainable (EUR) Q-acc UBS (Lux) Strategy Fund - Equity Sustainable (EUR) Q-acc Valor: 21513475
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Annual Return

-50%0%+50%

Risk level

110
-0.52%EUR 191.80
UBS (Lux) Strategy Fund - Equity Sustainable (EUR) N-acc
UBS (Lux) Strategy Fund - Equity Sustainable (EUR) N-acc UBS (Lux) Strategy Fund - Equity Sustainable (EUR) N-acc Valor: 1586649
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Annual Return

-50%0%+50%

Risk level

110
-0.52%EUR 26.95