Home
Movement
Investments
Education
Blog
Plans
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (CHF hedged) P-acc header image

UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (CHF hedged) P-acc

Fund

ISIN LU1599186027 / Valor 36415861

NAV (2025-12-11)
CHF 96.96+0.09%

UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (CHF hedged) P-acc
UMushroom community rating:

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

UBS (Lux) SS Syst Allc Port Dfsv (USD) is an actively managed global fund that builds a diversified portfolio primarily composed of high-quality bonds and equities. In addition to these traditional investments, the fund includes alternative investments such as hedge funds to enhance flexibility and defensive positioning. By allocating assets across various regions and sectors, the fund aims to balance stability and growth, ensuring a resilient investment approach tailored to navigate different market conditions.

Content summarized by AI chatbot
Tags:
equities bonds msci world index ice bofa us high yield constrained index j.p. morgan emerging market bond index global diversified bloomberg barclays eurodollar corporate aaa-bbb 1-5y index bloomberg barclays capital us corporate investment grade index hfrx global hedge fund index

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 SICAV - Systematic Allocation Portfolio Defensive (USD) P-4%-mdist
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) P-4%-mdist UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) P-4%-mdist Valor: 36415860
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.10%USD 89.62
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) P-acc
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) P-acc UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) P-acc Valor: 36415751
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.10%USD 125.47
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (SGD hedged) P-acc
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (SGD hedged) P-acc UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (SGD hedged) P-acc Valor: 36415865
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.09%SGD 116.37
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (EUR hedged) Q-acc
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (EUR hedged) Q-acc UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (EUR hedged) Q-acc Valor: 36415864
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.08%EUR 111.60
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD)(SGD hedged) P-mdist
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD)(SGD hedged) P-mdist UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD)(SGD hedged) P-mdist Valor: 37240347
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.10%SGD 96.54
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (SGD hedged) Q-mdist
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (SGD hedged) Q-mdist UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (SGD hedged) Q-mdist Valor: 49282457
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.10%SGD 100.29
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD)(GBP hedged) Q Acc
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD)(GBP hedged) Q Acc UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD)(GBP hedged) Q Acc Valor: 36724494
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.10%GBP 122.38
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) Q-4%-mdist
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) Q-4%-mdist UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) Q-4%-mdist Valor: 43915831
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.11%USD 97.87
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (CHF hedged) Q-acc
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (CHF hedged) Q-acc UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (CHF hedged) Q-acc Valor: 36415862
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.09%CHF 102.40
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (EUR hedged) P-acc
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (EUR hedged) P-acc UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (EUR hedged) P-acc Valor: 36415863
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.08%EUR 105.66
SIXFactSetClearbitLogos provided by Clearbit