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Ubs (lux) Strategy Fund - Balanced Sustainable (usd) (aud Hedged) P-4%-mdist (0P00014JSM)

Luxembourg

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952.030 -3.150 -0.33%

24/02 - Delayed Data. Currency in AUD

Morningstar Rating:
Total Assets: 862.67M

Type: Fund

Market: Luxembourg

Issuer: UBS Fund Management (Luxembourg) S.A.

ISIN: LU1121136656

Asset Class: Equity

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0P00014JSM Overview

Find basic information about the Ubs (lux) Strategy Fund - Balanced Sustainable (usd) (aud Hedged) P-4%-mdist mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00014JSM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change3.29%

Prev. Close955.18

Risk Rating

TTM Yield3.97%

ROE22.25%

IssuerUBS Fund Management (Luxembourg) S.A.

Turnover57.28%

ROA9.68%

Inception DateOct 28, 2014

Total Assets862.67M

Expenses1.87%

Min. Investment1,000

Market Cap92.56B

CategoryOther Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1070	992	1070	964	1092	1385
Fund Return	7.01%	-0.75%	7.01%	-1.21%	1.78%	3.31%
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

Top Equity Funds by UBS Asset Management (Europe) S.A.

Name	Total Assets	YTD%	3Y%	10Y%
LU1227825731	3.12B	0.92	-11.77	-
LU1240798378	862.67M	2.26	2.02	4.14
LU1089952383	403.59M	7.60	1.20	4.77

Top Funds for Other Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
InvescoPanEurHiIncmAAUDHdgMnthDist1	6.59B	1.80	2.98	-
LU1127387899	2.17B	1.70	1.20	2.25
LU1554042561	1.3B	2.23	-0.21	-
LU0969268043	1.23B	0.93	-1.21	2.37
LU1240798378	862.67M	2.26	2.02	4.14

Top Holdings

Name	ISIN	Weight %	Last	Change %
UBS (Lux) Equity SICAV - Engage for Impact (USD) U	LU2393191064	16.21	10,572.810	-0.41%
UBS (Lux) Bond SICAV - USD Investment Grade Corpor	LU1469614280	13.14	12,710.360	+0.14%
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon	IE00BDQZMX67	10.94	17.57	0.00%
UBS (Lux) Bond SICAV - Green Social Sustainable Bo	LU2388910510	8.89	9,292.610	+0.09%
UBS (Lux) Equity Fund - Global Sustainable Improve	LU2391792749	5.39	11,506.320	-0.54%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Sell	Buy
Technical Indicators	Strong Sell	BUY	Strong Buy
Summary	Strong Sell	Neutral	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS (Lux) Strateg.	952.030	-3.150	-0.33%