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

Switzerland

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196.640 -0.430 -0.22%

27/03 - Closed. Currency in USD

Type: Fund

Market: Switzerland

Issuer: UBS Fund Management (Switzerland) AG

ISIN: CH0002792189

Asset Class: Equity

Morningstar Rating:
Total Assets: 37.14M

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Ubs (ch) Strategy Fund - Balanced Sustainable (usd) P 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. (ISIN: CH0002792189)

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Rating

1-Year Change3.09%

Prev. Close197.07

Risk Rating

TTM Yield0.37%

ROE22.12%

IssuerUBS Fund Management (Switzerland) AG

Turnover26.16%

ROA9.58%

Inception DateFeb 12, 1990

Total Assets37.14M

Expenses1.76%

Min. InvestmentN/A

Market Cap94.31B

CategoryUSD Moderate Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1081	993	1081	1009	1169	1467
Fund Return	8.08%	-0.68%	8.08%	0.3%	3.17%	3.91%
Place in category	624	388	624	703	497	219
% in Category	46	27	46	61	55	48

Top Equity Funds by UBS Fund Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
CH0565892822	7.75B	24.78	8.16	-
Equities Emerging Markets Glo II IB	4.32B	2.61	0.22	3.34
Equities Emerging Markets Glo II IX	4.32B	2.62	0.36	3.52
Equities Emerging Markets GlobalIA1	575.63M	0.81	-7.42	3.54
Equities Emerging Markets Global IX	575.63M	1.68	-6.63	4.58

Top Funds for USD Moderate Allocation Category

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	UBS CH Strategy Fund Balanced USD Q		37.14M	8.81	0.98	4.57

Top Holdings

Name	ISIN	Weight %	Last	Change %
UBS (Lux) Bond SICAV - USD Investment Grade Corpor	LU1469614280	15.93	12,756.130	-0.04%
UBS (Lux) Equity SICAV - Engage for Impact (USD) U	LU2393191064	15.58	10,171.950	-0.04%
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon	IE00BDQZMX67	10.16	16.35	-2.15%
UBS (Lux) Bond SICAV - Green Social Sustainable Bo	LU2388910510	8.21	9,255.230	+0.02%
UBS (Lux) Equity Fund - Global Sustainable Improve	LU2391792749	5.20	11,005.280	-0.32%

Technical Summary

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

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