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

Luxembourg

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961.400 +1.810 +0.19%

23/01 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 871.56M

Type: Fund

Market: Luxembourg

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 Change5.71%

Prev. Close959.59

Risk Rating

TTM Yield3.97%

ROE22.25%

IssuerN/A

Turnover57.28%

ROA9.68%

Inception DateOct 28, 2014

Total Assets871.56M

Expenses1.87%

Min. Investment1,000

Market Cap92.56B

CategoryOther Allocation

What is your sentiment on UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedg?

Market is currently closed. Voting is open during market hours.

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	2.79B	2.97	-13.13	-
LU1240798378	871.56M	7.73	-0.54	3.95
LU1089952383	399.38M	7.60	1.20	4.77

Top Funds for Other Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
InvescoPanEurHiIncmAAUDHdgMnthDist1	6.45B	5.66	1.91	-
LU1127387899	2.01B	10.20	0.92	-
LU1554042561	1.33B	2.30	0.26	-
LU0969268043	1.22B	5.46	-1.92	2.43
LU1240798378	871.56M	7.73	-0.54	3.95

Top Holdings

Name	ISIN	Weight %	Last	Change %
UBS (Lux) Equity SICAV - Engage for Impact (USD) U	LU2393191064	16.21	10,785.230	+0.42%
UBS (Lux) Bond SICAV - USD Investment Grade Corpor	LU1469614280	13.14	12,539.270	-0.08%
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon	IE00BDQZMX67	10.94	17.91	-0.50%
UBS (Lux) Bond SICAV - Green Social Sustainable Bo	LU2388910510	8.89	9,183.080	-0.12%
UBS (Lux) Equity Fund - Global Sustainable Improve	LU2391792749	5.39	11,618.200	+0.25%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS (Lux) Strateg.	961.400	+1.810	+0.19%