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

Luxembourg

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948.210 +3.990 +0.42%

21/11 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 889.47M

Type: Fund

Market: Luxembourg

ISIN: LU1121136656

Asset Class: Equity

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0P00014JSM Overview

On this page you'll find an in-depth profile of Ubs (lux) Strategy Fund - Balanced Sustainable (usd) (aud Hedged) P-4%-mdist. Learn about the key management, total assets, investment strategy and contact information of 0P00014JSM among other information.

Investment Strategy

The aim of the investment policy is to optimally combine interest income and capital growth in terms of the currency of account. To this end, investments will be made on a broadly diversified basis throughout the world, primarily in bonds and equities. Given the higher equity component compared to the Yield sub-funds, the investment risk is typically higher than that of the Yield sub-funds. In line with this investment policy, the sub-funds may invest in high yield bonds, emerging market bonds and commodities.

Contact Information

Address 33A, avenue J.-F. Kennedy, L-1855 Luxembourg
Luxembourg, L-1855
Luxembourg

Phone +352-441 0101

Web www.ubs.com/funds

Top Executives

Name	Title	Since	Until
Daniel Hammar	-	2021	Now
Sebastian Richner	-	2017	Now
Biography	Sebastian is a Portfolio Manager in the Investment Solutions team, located in Zurich. His management duties extend to the UBS Strategy Funds, one of Europe's largest asset allocation family of funds. Prior to UBS, Sebastian was working 8 years at Swiss Life Asset Managers in the Asset Allocation and Equity department. His last role was lead PM for Strategy Funds. Before he was working several years for different financial service companies in Zurich. Sebastian earned the professional designation of Certified International Investment Analyst (CIIA), Certified International Wealth Manager (CIWM) and Swiss-Certified Financial Planner
Roland Kramer	-	2015	Now
Biography	Roland Kramer is a Portfolio Manager in the Investment Solutions team, based in Zurich. His management duties also extend to UBS Strategy Funds, one of Europe’s largest asset allocation family of funds, and to currency overlay mandates for very large pension funds. Roland joined UBS Global Asset Management in September 2013. Prior to this, he worked for UBS Investment Bank in Zurich as a fixed income trader, where he was responsible for the structured fixed income book. Before this, he started as trader assistant with the UBS Investment Bank on the fixed income trading desk in Zurich and Hong Kong. Roland earned the professional designation of Chartered Alternative Investment Analyst (CAIA®) in 2014.
Daniel Rudis	-	2020	2022
Nicole Fenner	-	2016	2020
Marc Both	-	2013	2017
Beat John	-	2010	2016
Robert Hellstrand	-	2013	2015
Sebastian Steib	-	1997	2013
Biography	years of experience as a fixed income & balanced portfolio manager with several very prestigious fund awards (LIPPER, S&P/Micropal and Morningstar). Specialization in fixed income and credit fixed income portfolio management. - Extensive sales experience of financial products (mandates & funds). - Double degree in economics & law.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS (Lux) Strateg.	948.210	+3.990	+0.42%