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Ubs (ch) Strategy Fund - Balanced Sustainable (usd) Q (0P000170HF)

Switzerland

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144.270 -0.110 -0.08%

29/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 36.69M

Type: Fund

Market: Switzerland

ISIN: CH0203279721

Asset Class: Equity

General
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0P000170HF Holdings

Comprehensive information about top holdings and Key Holding Information for the UBS CH Strategy Fund - Balanced USD Q (0P000170HF) fund. Our UBS CH Strategy Fund - Balanced USD Q portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	3.230	53.410	50.180
Stocks	48.230	48.230	0.000
Bonds	38.660	38.690	0.030
Convertible	0.070	0.070	0.000
Preferred	0.070	0.070	0.000
Other	9.750	9.750	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.497	17.514
Price to Book	2.943	2.812
Price to Sales	2.228	2.034
Price to Cash Flow	13.469	11.684
Dividend Yield	1.906	2.488
5 Years Earnings Growth	11.516	11.001

Sector Allocation

Name	Net %	Category Average
Technology	33.420	21.040
Financial Services	13.240	17.200
Healthcare	12.270	11.241
Industrials	9.160	10.849
Consumer Cyclical	8.440	9.682
Consumer Defensive	6.810	6.917
Communication Services	5.020	7.034
Basic Materials	4.140	3.599
Utilities	2.940	3.501
Energy	2.520	4.278
Real Estate	2.040	6.778

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 57

Number of short holdings: 24

Name	ISIN	Weight %	Last	Change %
UBS (Lux) Bond SICAV - USD Investment Grade Corpor	LU1469614280	15.93	12,594.970	-0.07%
UBS (Lux) Equity SICAV - Engage for Impact (USD) U	LU2393191064	15.58	10,663.040	-0.32%
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon	IE00BDQZMX67	10.16	17.95	+0.28%
UBS (Lux) Bond SICAV - Green Social Sustainable Bo	LU2388910510	8.21	9,204.320	-0.00%
UBS (Lux) Equity Fund - Global Sustainable Improve	LU2391792749	5.20	11,624.140	-0.10%
UBS (Lux) ES Glb Opp sust($)U-XAcc	LU2100403588	5.12	-	-
UBS (Lux) ES Active Clmt Awr USD I-X	LU2191834451	4.12	-	-
UBS (Lux) ES L/T Thms $ USD U-X-acc	LU2384721481	4.12	-	-
UBS Lux Equity SICAV - Global High Dividend USD I-	LU0745893759	4.07	334.120	-0.01%
UBS(Lux)FS Sst DevpmtBkBds5-10IdxU-X$Acc	LU2562963061	3.57	-	-

Top Equity Funds by UBS Fund Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
CH0565892822	8.02B	24.78	8.16	-
Equities Emerging Markets Glo II IB	4.08B	7.11	-2.36	3.44
Equities Emerging Markets Glo II IX	4.08B	7.25	-2.22	3.62
Equities Emerging Markets GlobalIA1	550.76M	0.81	-7.42	3.54
Equities Emerging Markets Global IX	550.76M	1.68	-6.63	4.58

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS CH Strategy F.	144.270	-0.110	-0.08%