UBS (Lux) Strategy Fund - Yield Sustainable (CHF) K-1-accRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.7 | 2.8 | -6.4 | 7.8 | -6.7 | |
+/-Cat | 0.7 | 1.0 | -4.1 | 0.1 | -1.5 | |
+/-B’mrk | 0.5 | 1.9 | -0.3 | -8.1 | -3.0 | |
Category: CHF Cautious Allocation | ||||||
Category Benchmark: Cat 75%Citi SwissGBI&25%MSC... |
Key Stats | ||
NAV 13/05/2024 | CHF 5670898.30 | |
Day Change | -0.26% | |
Morningstar Category™ | CHF Cautious Allocation | |
ISIN | LU0939686621 | |
Fund Size (Mil) 13/05/2024 | CHF 1037.99 | |
Share Class Size (Mil) 13/05/2024 | CHF 1.13 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 24/04/2024 | 1.00% |
Investment Objective: UBS (Lux) Strategy Fund - Yield Sustainable (CHF) K-1-acc |
The investment policy seeks to achieve an attractive level of earnings in terms of the currency of account, while assuming a moderate degree of risk. To this end, investments will be made on a broadly diversified basis throughout the world, primarily in interest-bearing assets. Given the higher equity component compared to fixed-income sub-funds, the risk to investors is typically above that of any of the fixed-income sub-funds. In line with this investment policy, the sub-funds may invest in high yield bonds, emerging market bonds and commodities. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Roland Kramer 20/03/2017 | ||
Sebastian Richner 20/03/2017 | ||
Inception Date 18/06/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Cat 75%Citi SwissGBI&25%MSCI Wld Free NR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for UBS (Lux) Strategy Fund - Yield Sustainable (CHF) K-1-acc | 31/03/2024 |
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