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Ubs (lux) Strategy Fund - Balanced Sustainable (usd) (aud Hedged) Q-4%-mdist (0P00016PU1)

Luxembourg

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103.370 -0.480 -0.46%

11/03 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 823.49M

Type: Fund

Market: Luxembourg

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

ISIN: LU1240798378

Asset Class: Equity

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0P00016PU1 Overview

Find basic information about the Ubs (lux) Strategy Fund - Balanced Sustainable (usd) (aud Hedged) Q-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 0P00016PU1 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 Change - 0.93%

Prev. Close103.85

Risk Rating

TTM Yield3.89%

ROE22.25%

IssuerUBS Fund Management (Luxembourg) S.A.

Turnover57.28%

ROA9.68%

Inception DateSep 18, 2015

Total Assets823.49M

Expenses1.15%

Min. Investment100

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	1023	1032	1105	1062	1164	1501
Fund Return	2.26%	3.24%	10.45%	2.02%	3.08%	4.14%
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

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

Name	Total Assets	YTD%	3Y%	10Y%
LU1227825731	2.97B	0.92	-11.77	-
LU1121136656	823.49M	7.01	-1.21	3.31
LU1089952383	388.53M	7.60	1.20	4.77

Top Funds for Other Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
InvescoPanEurHiIncmAAUDHdgMnthDist1	6.56B	1.80	2.98	-
LU1127387899	2.19B	1.70	1.20	2.25
LU1554042561	1.29B	2.23	-0.21	-
LU0969268043	1.23B	0.93	-1.21	2.37
LU1121136656	823.49M	7.01	-1.21	3.31

Top Holdings

Name	ISIN	Weight %	Last	Change %
UBS (Lux) Equity SICAV - Engage for Impact (USD) U	LU2393191064	16.21	10,073.350	-0.29%
UBS (Lux) Bond SICAV - USD Investment Grade Corpor	LU1469614280	13.14	12,745.300	-0.31%
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon	IE00BDQZMX67	10.94	16.30	+0.93%
UBS (Lux) Bond SICAV - Green Social Sustainable Bo	LU2388910510	8.89	9,247.760	-0.27%
UBS (Lux) Equity Fund - Global Sustainable Improve	LU2391792749	5.39	10,773.840	+0.22%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
UBS (Lux) Strateg.	103.370	-0.480	-0.46%
Nordea 2 - Swedis.	221.673	-1.320	-0.59%
eQ Europe Stock I.	310.095	-4.140	-1.32%
Schwab Small Cap .	32.53	+0.05	+0.15%
Goldman Sachs PSU.	63.87	-0.89	-1.37%
SG Oblig Etat Eur.	125.450	+0.060	+0.05%
BLK Deuda Guberna.	86.364	-0.130	-0.15%
PKO Obligacji Dlu.	213.180	+0.140	+0.07%