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

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198.760 +0.930    +0.47%
23/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 40.49M
Type:  Fund
Market:  Switzerland
Issuer:  UBS Fund Management (Switzerland) AG
ISIN:  CH0002792189 
Asset Class:  Equity
UBS CH Strategy Fund - Balanced USD P 198.760 +0.930 +0.47%

0P00000OQK Overview

 
On this page you'll find an in-depth profile of Ubs (ch) Strategy Fund - Balanced Sustainable (usd) P. Learn about the key management, total assets, investment strategy and contact information of 0P00000OQK among other information.
Category

USD Moderate Allocation

Total Assets

40.49M

Expenses

1.76%

Inception Date

Feb 12, 1990

Investment Strategy

The fund invests worldwide in high-quality equities, bonds and money market instruments.|The ratio of equities to fixed-income investments is balanced (equity component usually around 45%). |Investments are largely hedged versus the reference currency.|The fund's long-term aim is to generate real growth in assets and is based on UBS's investment policy.

Contact Information

Address 4051 Basel
Basel,Basel 4052
Switzerland
Phone +41 61 2884910
Fax +41-61-288 45 40

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 2021
Nicole Fenner - 2016 2020
Marc Both - 2013 2017
Beat John - 2010 2016
Robert Hellstrand - 2013 2015
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