UBS (Lux) Strategy Fund - Growth Sustainable (USD) P-acc header image

UBS (Lux) Strategy Fund - Growth Sustainable (USD) P-acc

Fund

ISIN LU0033040865 / Valor 601326

NAV (2024-12-23)
USD 5,223.98+0.45%

UBS (Lux) Strategy Fund - Growth Sustainable (USD) P-acc
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund aims to achieve long-term capital growth by investing in a mix of equities and bonds, with a focus on equities. The portfolio manager may also utilize derivatives to help meet the fund's investment objective.

Fund Exposure

The fund is broadly diversified globally, with investments in equities, bonds, and money market instruments. It promotes environmental and/or social characteristics and follows UBS's investment policy, the UBS House View. The fund is categorized under article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector.

Risks

Investors should be aware that the fund's value can fluctuate due to market conditions and the performance of the underlying investments. Additionally, the use of derivatives and investments in other funds can introduce additional risks. Investors should carefully consider their risk tolerance before investing in this fund.

Content summarized by AI chatbot
Source

https://www.ubs.com/ch/de/assetmanagement/funds/institutional-funds/product-details/lu2208513205.html

Tags:
equities bonds

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Strategy Fund - Growth Sustainable (USD) I-A3-acc
UBS (Lux) Strategy Fund - Growth Sustainable (USD) I-A3-acc UBS (Lux) Strategy Fund - Growth Sustainable (USD) I-A3-acc Valor: 45237997
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.51%USD 122.48
UBS (Lux) Strategy Fund - Growth Sustainable (USD) (JPY hedged) P-acc
UBS (Lux) Strategy Fund - Growth Sustainable (USD) (JPY hedged) P-acc UBS (Lux) Strategy Fund - Growth Sustainable (USD) (JPY hedged) P-acc Valor: 32476661
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.39%JPY 13,406.00
UBS (Lux) Strategy Fund - Growth Sustainable (USD) I-A1 dist
UBS (Lux) Strategy Fund - Growth Sustainable (USD) I-A1 dist UBS (Lux) Strategy Fund - Growth Sustainable (USD) I-A1 dist Valor: 12974960
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.35%USD 1,189.69
UBS (Lux) Strategy Fund - Growth Sustainable (USD) I-A1-acc
UBS (Lux) Strategy Fund - Growth Sustainable (USD) I-A1-acc UBS (Lux) Strategy Fund - Growth Sustainable (USD) I-A1-acc Valor: 13411057
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.51%USD 1,093.66
UBS (Lux) Strategy Fund - Growth Sustainable (USD) Q-acc
UBS (Lux) Strategy Fund - Growth Sustainable (USD) Q-acc UBS (Lux) Strategy Fund - Growth Sustainable (USD) Q-acc Valor: 21513480
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.45%USD 192.95
UBS (Lux) Strategy Fund - Growth Sustainable (USD) K-1-acc
UBS (Lux) Strategy Fund - Growth Sustainable (USD) K-1-acc UBS (Lux) Strategy Fund - Growth Sustainable (USD) K-1-acc Valor: 56112518
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.46%USD 5,420,580.08