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.