UBS (Lux) Strategy SICAV - Income Sustainable (CHF) P-acc header image

UBS (Lux) Strategy SICAV - Income Sustainable (CHF) P-acc

Fund

ISIN LU0994951381 / Valor 22821930

NAV (2025-02-06)
CHF 96.05+0.18%

UBS (Lux) Strategy SICAV - Income Sustainable (CHF) P-acc
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General Objective

The fund aims to provide investors with income through global investments in a diversified range of high-quality bonds, money market instruments, and equities, while maintaining a focus on bonds.

Fund Exposure

The fund is primarily exposed to bonds, with investments in high-quality bonds, money market instruments, and equities. Foreign currencies are hedged against the reference currency, with an active currency strategy applied when opportunities arise.

Risks

Investors should be aware that the fund's value may fluctuate due to investments in bonds of varying credit quality, money market securities, and equities. The use of derivatives may reduce or increase risks, including counterparty risk, and the value of units may fall below the purchase price. It is important for investors to have a high risk tolerance and capacity when considering this fund.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu1240800968-ubs-strategy-fund-income-sustainable-chf-q-acc-pd001.html

Tags:
equities bonds

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Strategy SICAV - Income Sustainable (CHF) P-dist
UBS (Lux) Strategy SICAV - Income Sustainable (CHF) P-dist UBS (Lux) Strategy SICAV - Income Sustainable (CHF) P-dist Valor: 22821932
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Annual Return

-50%0%+50%

Risk level

110
0.18%CHF 88.18
UBS (Lux) Strategy SICAV - Income Sustainable (CHF) Q-acc
UBS (Lux) Strategy SICAV - Income Sustainable (CHF) Q-acc UBS (Lux) Strategy SICAV - Income Sustainable (CHF) Q-acc Valor: 28364177
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.17%CHF 98.20
UBS (Lux) Strategy SICAV - Income Sustainable (CHF) Q-dist
UBS (Lux) Strategy SICAV - Income Sustainable (CHF) Q-dist UBS (Lux) Strategy SICAV - Income Sustainable (CHF) Q-dist Valor: 28364278
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.18%CHF 86.97