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Ubs (ch) Strategy Fund - Balanced Sustainable (usd) Q (0P000170HF)

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141.160 +0.120    +0.09%
20/11 - Closed. Currency in USD
Type:  Fund
Market:  Switzerland
ISIN:  CH0203279721 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 39.9M
UBS CH Strategy Fund - Balanced USD Q 141.160 +0.120 +0.09%

0P000170HF Overview

 
Find basic information about the Ubs (ch) Strategy Fund - Balanced Sustainable (usd) Q 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 0P000170HF MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.86%
Prev. Close141.04
Risk Rating
TTM Yield0.81%
ROE20.05%
IssuerN/A
Turnover26.16%
ROA8.19%
Inception DateNov 05, 2015
Total Assets39.9M
Expenses1.09%
Min. InvestmentN/A
Market Cap66.91B
CategoryUSD Moderate Allocation
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Ubs (ch) Strategy Fund - Balanced Sustainable (usd) Q Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1065 1044 1097 1027 1242 1565
Fund Return 6.49% 4.44% 9.73% 0.88% 4.43% 4.58%
Place in category 519 759 535 475 352 100
% in Category 37 49 39 41 37 19

Top Equity Funds by UBS Fund Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  CH0565892822 7.29B 14.73 8.82 -
  Equities Emerging Markets Glo II IB 4.01B 11.24 -1.90 3.25
  Equities Emerging Markets Glo II IX 4.01B 11.36 -1.75 3.43
  Equities Emerging Markets GlobalIA1 559.85M -1.63 -10.92 3.46
  Equities Emerging Markets Global IX 559.85M -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 P 39.9M 6.07 0.21 3.94

Top Holdings

Name ISIN Weight % Last Change %
  UBS (Lux) Bond SICAV - USD Investment Grade Corpor LU1469614280 16.05 12,505.100 -0.11%
  UBS (Lux) Equity SICAV - Engage for Impact (USD) U LU2393191064 15.12 10,113.710 -0.08%
  UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon IE00BDQZMX67 10.22 17.42 +1.22%
  UBS (Lux) Bond SICAV - Green Social Sustainable Bo LU2388910510 8.18 9,190.030 -0.11%
UBS (Lux) ES Glb Opp sust($)U-XAcc LU2100403588 5.11 - -

Technical Summary

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