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Ubs (lux) Strategy Fund - Balanced Sustainable (chf) Q-dist (0P00016O5Y)

Luxembourg

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109.980 +0.020 +0.02%

20/12 - Closed. Currency in CHF

Type: Fund

Market: Luxembourg

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

ISIN: LU1240797305

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.81B

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Ubs (lux) Strategy Fund - Balanced Sustainable (chf) Q-dist Overview

Find basic information about the Ubs (lux) Strategy Fund - Balanced Sustainable (chf) Q-dist 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 0P00016O5Y MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: LU1240797305)

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Technical Chart

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Rating

1-Year Change3.38%

Prev. Close109.96

Risk Rating

TTM Yield0.73%

ROE23.94%

IssuerUBS Fund Management (Luxembourg) S.A.

Turnover56.15%

ROA8.98%

Inception DateSep 16, 2015

Total Assets1.81B

Expenses1.13%

Min. InvestmentN/A

Market Cap71.15B

CategoryCHF Moderate Allocation

What is your sentiment on UBS (Lux) Strategy Fund Balanced (CHF) Q dist?

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1060	997	1089	955	1045	1180
Fund Return	5.96%	-0.35%	8.95%	-1.52%	0.89%	1.67%
Place in category	439	533	416	379	304	114
% in Category	79	91	73	80	76	62

Top Equity Funds by UBS Asset Management (Europe) S.A.

Name	Total Assets	YTD%	3Y%	10Y%
UBSLuxEqUSAGrowth USD CHF H P Acc	3.02B	25.13	2.86	10.44
UBSLuxEqUSA Growth USD CHF H Q Acc	3.02B	19.56	1.81	11.08
LU1050652996	3.02B	20.09	2.34	11.75
UBS lux Strategy Balanced CHF Q Acc	1.81B	5.97	-1.52	1.67
UBSLux Strat Balanced CHF P Acc	1.81B	5.31	-2.18	1.04

Top Funds for CHF Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBSLux Strat Balanced CHF P CDist	1.81B	5.32	-2.18	1.04
UBS lux Strategy Balanced CHF Q Acc	1.81B	5.97	-1.52	1.67
UBSLux Strat Balanced CHF P Acc	1.81B	5.31	-2.18	1.04
UBSLux Strat Balanced CHF PDist	1.81B	5.31	-2.17	1.04
UBSLux Strat Balanced CHF Q CDist	1.81B	5.97	-1.52	1.65

Top Holdings

Name	ISIN	Weight %	Last	Change %
UBS (Lux) Equity SICAV - Engage for Impact (USD) U	LU2393191064	9.30	10,318.890	+0.84%
UBS (Lux) Bond SICAV - USD Investment Grade Corpor	LU1469614280	9.12	12,507.830	+0.14%
UBS (Lux) Bond SICAV - Green Social Sustainable Bo	LU2388910510	9.10	9,216.290	+0.11%
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon	IE00BDQZMX67	6.25	17.48	-0.06%
UBS Lux Bond SICAV - EUR Corporates EUR U-X Acc	LU0396345034	3.92	12,573.860	+0.08%

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS (Lux) Strateg.	109.980	+0.020	+0.02%