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

Luxembourg

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944.540 +3.030 +0.32%

23/12 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 858.88M

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 Change3.44%

Prev. Close941.51

Risk Rating

TTM Yield3.88%

ROE22.10%

IssuerUBS Fund Management (Luxembourg) S.A.

Turnover57.28%

ROA9.51%

Inception DateOct 28, 2014

Total Assets858.88M

Expenses1.87%

Min. Investment1,000

Market Cap84.51B

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	1084	1015	1124	997	1127	1395
Fund Return	8.43%	1.51%	12.41%	-0.12%	2.41%	3.38%
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

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

Name	Total Assets	YTD%	3Y%	10Y%
LU1227825731	2.89B	7.16	-13.74	-
LU1240798378	858.88M	9.09	0.55	4.02
LU1089952383	398.07M	7.90	1.91	4.72

Top Funds for Other Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
InvescoPanEurHiIncmAAUDHdgMnthDist1	6.39B	5.12	1.94	-
LU1127387899	1.56B	10.20	0.92	-
LU1554042561	1.33B	2.30	0.26	-
LU0969268043	1.26B	10.45	-0.06	3.06
LU1240798378	858.88M	9.09	0.55	4.02

Top Holdings

Name	ISIN	Weight %	Last	Change %
UBS (Lux) Equity SICAV - Engage for Impact (USD) U	LU2393191064	15.22	10,369.180	+0.49%
UBS (Lux) Bond SICAV - USD Investment Grade Corpor	LU1469614280	11.40	12,487.930	-0.16%
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon	IE00BDQZMX67	10.18	17.48	-0.06%
UBS (Lux) Bond SICAV - Green Social Sustainable Bo	LU2388910510	9.11	9,201.220	-0.16%
UBS (Lux) Equity Fund - Global Sustainable Improve	LU2391792749	5.15	11,191.630	+0.68%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS (Lux) Strateg.	944.540	+3.030	+0.32%