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Ubs (lux) Strategy Fund - Balanced Sustainable (chf) Q-acc (0P00016OMZ)

Luxembourg

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119.920 -1.090 -0.90%

31/10 - Delayed Data. Currency in CHF

Morningstar Rating:
Total Assets: 1.84B

Type: Fund

Market: Luxembourg

Issuer: UBS Fund Management (Luxembourg) S.A.

ISIN: LU0941351099

Asset Class: Equity

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0P00016OMZ Overview

Find basic information about the Ubs (lux) Strategy Fund - Balanced Sustainable (chf) Q-acc 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 0P00016OMZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change9.6%

Prev. Close121.01

Risk Rating

TTM Yield0%

ROE22.40%

IssuerUBS Fund Management (Luxembourg) S.A.

Turnover56.15%

ROA8.02%

Inception DateSep 08, 2015

Total Assets1.84B

Expenses1.08%

Min. InvestmentN/A

Market Cap61.61B

CategoryCHF Moderate Allocation

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Ubs (lux) Strategy Fund - Balanced Sustainable (chf) Q-acc 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	1053	1042	1059	944	1057	1212
Fund Return	5.27%	4.17%	5.85%	-1.91%	1.11%	1.94%
Place in category	425	104	424	344	277	113
% in Category	75	16	78	75	69	62

Top Equity Funds by UBS Fund Management (Luxembourg) S.A.

Name	Total Assets	YTD%	3Y%	10Y%
UBSLuxEqUSAGrowth USD CHF H P Acc	2.72B	19.87	4.06	10.47
LU1050652996	2.72B	21.27	5.67	12.17
UBSLuxEqUSA Growth USD CHF H Q Acc	2.72B	14.52	2.57	11.16
UBSLux Strat Balanced CHF P Acc	1.84B	4.86	-2.56	1.33
UBSLux Strat Balanced CHF QDist	1.84B	5.27	-1.90	1.93

Top Funds for CHF Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBSLux Strat Balanced CHF Q CDist	1.84B	5.27	-1.90	1.91
UBSLux Strat Balanced CHF P CDist	1.84B	4.86	-2.56	1.33
UBSLux Strat Balanced CHF P Acc	1.84B	4.86	-2.56	1.33
UBSLux Strat Balanced CHF QDist	1.84B	5.27	-1.90	1.93
UBSLux Strat Balanced CHF PDist	1.84B	4.86	-2.56	1.33

Top Holdings

Name	ISIN	Weight %	Last	Change %
UBS (Lux) Equity SICAV - Engage for Impact (USD) U	LU2393191064	9.30	10,198.060	-1.61%
UBS (Lux) Bond SICAV - USD Investment Grade Corpor	LU1469614280	9.17	12,508.540	-0.09%
UBS (Lux) Bond SICAV - Green Social Sustainable Bo	LU2388910510	9.11	9,173.050	-0.14%
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon	IE00BDQZMX67	6.29	16.53	0.00%
UBS Lux Bond SICAV - EUR Corporates EUR U-X Acc	LU0396345034	3.87	12,396.390	-0.20%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS (Lux) Strateg.	119.920	-1.090	-0.90%