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Ubs (lux) Strategy Fund - Balanced Sustainable (usd) (aud Hedged) Q-4%-mdist (0P00016PU1)

Luxembourg

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106.700 +0.450 +0.42%

21/11 - Delayed Data. Currency in AUD

Morningstar Rating:
Total Assets: 889.47M

Type: Fund

Market: Luxembourg

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

ISIN: LU1240798378

Asset Class: Equity

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0P00016PU1 Overview

Find basic information about the Ubs (lux) Strategy Fund - Balanced Sustainable (usd) (aud Hedged) Q-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 0P00016PU1 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: LU1240798378)

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Technical Chart

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Rating

1-Year Change8.27%

Prev. Close106.25

Risk Rating

TTM Yield3.84%

ROE19.62%

IssuerUBS Fund Management (Luxembourg) S.A.

Turnover57.28%

ROA8.02%

Inception DateSep 18, 2015

Total Assets889.47M

Expenses1.13%

Min. Investment100

Market Cap62.55B

CategoryOther Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1057	1039	1082	983	1157	-
Fund Return	5.71%	3.91%	8.24%	-0.58%	2.97%	-
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

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

Name	Total Assets	YTD%	3Y%	10Y%
LU1227825731	2.92B	7.16	-13.74	-
LU1121136656	889.47M	5.30	-1.24	-
LU1089952383	403.02M	7.67	1.96	4.80

Top Funds for Other Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
InvescoPanEurHiIncmAAUDHdgMnthDist1	3.48M	5.12	1.94	-
LU1554042561	1.45B	2.30	0.26	-
LU0969268043	1.29B	10.45	-0.06	3.06
LU1127387899	1.48B	0.75	-0.45	-
LU1121136656	889.47M	5.30	-1.24	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
UBS (Lux) Equity SICAV - Engage for Impact (USD) U	LU2393191064	15.16	10,311.700	+1.04%
UBS (Lux) Bond SICAV - USD Investment Grade Corpor	LU1469614280	11.53	12,500.060	-0.00%
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon	IE00BDQZMX67	10.26	17.62	0.00%
UBS (Lux) Bond SICAV - Green Social Sustainable Bo	LU2388910510	9.00	9,203.490	+0.13%
UBS (Lux) Equity Fund - Global Sustainable Improve	LU2391792749	5.09	11,347.730	+0.82%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS (Lux) Strateg.	106.700	+0.450	+0.42%