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Ubs (ch) Strategy Fund - Balanced Sustainable (usd) P (0P00000OQK)

Switzerland

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200.120 -0.460 -0.23%

27/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 40.45M

Type: Fund

Market: Switzerland

Issuer: UBS Fund Management (Switzerland) AG

ISIN: CH0002792189

Asset Class: Equity

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0P00000OQK Overview

Find basic information about the Ubs (ch) Strategy Fund - Balanced Sustainable (usd) P 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 0P00000OQK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change13.13%

Prev. Close200.58

Risk Rating

TTM Yield0.38%

ROE20.05%

IssuerUBS Fund Management (Switzerland) AG

Turnover26.16%

ROA8.19%

Inception DateFeb 12, 1990

Total Assets40.45M

Expenses1.76%

Min. InvestmentN/A

Market Cap66.91B

CategoryUSD Moderate Allocation

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Ubs (ch) Strategy Fund - Balanced Sustainable (usd) P Analysis

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EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1061	1043	1090	1006	1201	1472
Fund Return	6.07%	4.26%	9%	0.21%	3.73%	3.94%
Place in category	623	848	691	678	485	163
% in Category	46	54	51	59	53	36

Top Equity Funds by UBS Fund Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
CH0565892822	7.41B	14.73	8.82	-
Equities Emerging Markets Glo II IB	3.98B	11.24	-1.90	3.25
Equities Emerging Markets Glo II IX	3.98B	11.36	-1.75	3.43
Equities Emerging Markets GlobalIA1	553.65M	-1.63	-10.92	3.46
Equities Emerging Markets Global IX	553.65M	-1.49	-10.15	4.54

Top Funds for USD Moderate Allocation Category

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	UBS CH Strategy Fund Balanced USD Q		40.45M	6.49	0.88	4.58

Top Holdings

Name	ISIN	Weight %	Last	Change %
UBS (Lux) Bond SICAV - USD Investment Grade Corpor	LU1469614280	16.05	12,578.980	+0.16%
UBS (Lux) Equity SICAV - Engage for Impact (USD) U	LU2393191064	15.12	10,372.350	-0.19%
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon	IE00BDQZMX67	10.22	17.51	+0.46%
UBS (Lux) Bond SICAV - Green Social Sustainable Bo	LU2388910510	8.18	9,250.700	+0.15%
UBS (Lux) ES Glb Opp sust($)U-XAcc	LU2100403588	5.11	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS CH Strategy F.	200.120	-0.460	-0.23%