UBS (Lux) Strategy Fund - Yield Sustainable (CHF) P-accRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.1 | 2.3 | -6.9 | 7.2 | -3.4 | |
+/-Cat | 0.1 | 0.5 | -4.6 | -0.5 | -0.5 | |
+/-B’mrk | 0.0 | 1.3 | -0.8 | -8.7 | -0.9 | |
Category: CHF Cautious Allocation | ||||||
Category Benchmark: Cat 75%Citi SwissGBI&25%MSC... |
Key Stats | ||
NAV 27/03/2024 | CHF 2083.44 | |
Day Change | -0.09% | |
Morningstar Category™ | CHF Cautious Allocation | |
ISIN | LU0033035865 | |
Fund Size (Mil) 27/03/2024 | CHF 1056.91 | |
Share Class Size (Mil) 27/03/2024 | CHF 727.57 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 18/12/2023 | 1.50% |
Investment Objective: UBS (Lux) Strategy Fund - Yield Sustainable (CHF) P-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 10/09/1991 |
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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) P-acc | 31/01/2024 |
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