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UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) P-4%-mdist header image

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

Fund

ISIN LU1599185995 / Valor 36415860

NAV (2026-02-26)
USD 91.45%

UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) P-4%-mdist
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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.

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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

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OTHER SHARE CLASSES OF THIS FUND

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
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Annual Return

-50%0%+50%

Risk level

110
-0.01%GBP 125.82
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
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Annual Return

-50%0%+50%

Risk level

110
0.00%USD 100.00
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
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Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 128.88
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
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Annual Return

-50%0%+50%

Risk level

110
-0.01%SGD 101.99
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) Q-acc
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) Q-acc UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) Q-acc Valor: 36415859
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 136.29
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
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Annual Return

-50%0%+50%

Risk level

110
-0.02%SGD 118.89
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (CHF hedged) P-acc
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (CHF hedged) P-acc UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD) (CHF hedged) P-acc Valor: 36415861
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Annual Return

-50%0%+50%

Risk level

110
-0.02%CHF 98.76
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD)K-1-acc
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD)K-1-acc UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD)K-1-acc Valor: 36867537
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 6,606,169.78
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD)(GBP hedged) P-acc
UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD)(GBP hedged) P-acc UBS (Lux) Strategy SICAV - Systematic Allocation Portfolio Defensive (USD)(GBP hedged) P-acc Valor: 36724470
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.01%GBP 119.57
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
-0.02%CHF 104.44
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