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

Luxembourg

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114.050 -0.160 -0.14%

20/02 - Closed. Currency in CHF

Type: Fund

Market: Luxembourg

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

ISIN: LU1240797305

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.82B

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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 Change5.76%

Prev. Close114.21

Risk Rating

TTM Yield0.74%

ROE23.88%

IssuerUBS Fund Management (Luxembourg) S.A.

Turnover56.15%

ROA9.03%

Inception DateSep 16, 2015

Total Assets1.82B

Expenses1.13%

Min. InvestmentN/A

Market Cap77.46B

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	1044	980	1044	919	1020	1171
Fund Return	4.44%	-1.98%	4.44%	-2.79%	0.4%	1.59%
Place in category	459	484	459	412	317	120
% in Category	83	84	83	87	81	63

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

Name	Total Assets	YTD%	3Y%	10Y%
UBSLuxEqUSA Growth USD CHF H Q Acc	3.01B	2.38	7.78	12.27
UBSLuxEqUSAGrowth USD CHF H P Acc	3.01B	1.96	6.57	11.18
LU1050652996	3.01B	2.10	8.22	12.89
UBSLux Strat Balanced CHF P Acc	1.82B	3.74	-3.44	0.96
UBSLux Strat Balanced CHF PDist	1.82B	3.74	-3.44	0.96

Top Funds for CHF Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBSLux Strat Balanced CHF P Acc	1.82B	3.74	-3.44	0.96
UBSLux Strat Balanced CHF PDist	1.82B	3.74	-3.44	0.96
UBSLux Strat Balanced CHF Q CDist	1.82B	4.45	-2.79	1.57
UBSLux Strat Balanced CHF P CDist	1.82B	3.75	-3.44	0.96
UBS lux Strategy Balanced CHF Q Acc	1.82B	4.45	-2.79	1.59

Top Holdings

Name	ISIN	Weight %	Last	Change %
UBS (Lux) Equity SICAV - Engage for Impact (USD) U	LU2393191064	10.21	10,774.740	-0.48%
UBS (Lux) Bond SICAV - Green Social Sustainable Bo	LU2388910510	9.03	9,256.540	+0.08%
UBS (Lux) Bond SICAV - USD Investment Grade Corpor	LU1469614280	8.09	12,659.850	+0.08%
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon	IE00BDQZMX67	6.89	18.03	+0.22%
UBS Lux Bond SICAV - EUR Corporates EUR U-X Acc	LU0396345034	5.01	12,634.810	+0.06%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS (Lux) Strateg.	114.050	-0.160	-0.14%