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

Luxembourg

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941.420 +0.830 +0.09%

04/11 - Closed. Currency in AUD

Type: Fund

Market: Luxembourg

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

ISIN: LU1121136656

Asset Class: Equity

Morningstar Rating:
Total Assets: 889.98M

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0P00014JSM Overview

Find basic information about the Ubs (lux) Strategy Fund - Balanced Sustainable (usd) (aud Hedged) P-4%-mdist 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 0P00014JSM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change8.68%

Prev. Close940.59

Risk Rating

TTM Yield3.85%

ROE19.62%

IssuerUBS Fund Management (Luxembourg) S.A.

Turnover57.28%

ROA8.02%

Inception DateOct 28, 2014

Total Assets889.98M

Expenses1.80%

Min. Investment1,000

Market Cap62.55B

CategoryOther Allocation

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

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

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	1037	1075	963	1119	-
Fund Return	5.3%	3.74%	7.52%	-1.24%	2.28%	-
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

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

Name	Total Assets	YTD%	3Y%	10Y%
LU1227825731	3.19B	15.11	-11.22	-
LU1240798378	889.98M	5.71	-0.58	-
LU1089952383	399.16M	7.67	1.96	4.80

Top Funds for Other Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
InvescoPanEurHiIncmAAUDHdgMnthDist1	3.48M	2.95	2.62	-
LU1554042561	1.48B	-	-	-
LU0969268043	1.34B	10.45	-0.06	3.06
LU1127387899	1.43B	0.75	-0.45	-
LU1240798378	889.98M	5.71	-0.58	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
UBS (Lux) Equity SICAV - Engage for Impact (USD) U	LU2393191064	15.16	10,277.920	+0.78%
UBS (Lux) Bond SICAV - USD Investment Grade Corpor	LU1469614280	11.53	12,512.480	+0.03%
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon	IE00BDQZMX67	10.26	16.58	+0.30%
UBS (Lux) Bond SICAV - Green Social Sustainable Bo	LU2388910510	9.00	9,180.450	+0.08%
UBS (Lux) Equity Fund - Global Sustainable Improve	LU2391792749	5.09	10,864.900	+0.57%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS (Lux) Strateg.	941.420	+0.830	+0.09%