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Ubs (lux) Strategy Fund - Growth Sustainable (chf) Q-acc (0P00011WFN)

Switzerland

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143.390 +0.760 +0.53%

21/11 - Closed. Currency in CHF

Morningstar Rating:
Total Assets: 664.64M

Type: Fund

Market: Switzerland

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

ISIN: LU0941351412

Asset Class: Equity

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0P00011WFN Overview

On this page you'll find an in-depth profile of Ubs (lux) Strategy Fund - Growth Sustainable (chf) Q-acc. Learn about the key management, total assets, investment strategy and contact information of 0P00011WFN among other information.

Investment Strategy

The aim of the investment policy is to seek optimal capital growth in terms of the currency of account. To this end, investments are made worldwide on a broadly diversified basis, mainly in bonds and equities, with the majority of Fund assets generally invested in equities. Thus, the investment risk of this sub-fund is typically higher than that of the Balanced sub-funds. In line with this investment policy, the sub-funds may invest in high yield bonds, emerging market bonds and commodities.

Contact Information

Address 5, rue Jean Monnet
Luxembourg,* L-2180
Luxembourg

Phone +352 4 36 16 11

Fax +352 4 36 16 1555

Web www.credit-suisse.com

Top Executives

Name	Title	Since	Until
Daniel Hammar	-	2021	Now
Roland Kramer	-	2017	Now
Biography	Roland Kramer is a Portfolio Manager in the Investment Solutions team, based in Zurich. His management duties also extend to UBS Strategy Funds, one of Europe’s largest asset allocation family of funds, and to currency overlay mandates for very large pension funds. Roland joined UBS Global Asset Management in September 2013. Prior to this, he worked for UBS Investment Bank in Zurich as a fixed income trader, where he was responsible for the structured fixed income book. Before this, he started as trader assistant with the UBS Investment Bank on the fixed income trading desk in Zurich and Hong Kong. Roland earned the professional designation of Chartered Alternative Investment Analyst (CAIA®) in 2014.
Sebastian Richner	-	2017	Now
Biography	Sebastian is a Portfolio Manager in the Investment Solutions team, located in Zurich. His management duties extend to the UBS Strategy Funds, one of Europe's largest asset allocation family of funds. Prior to UBS, Sebastian was working 8 years at Swiss Life Asset Managers in the Asset Allocation and Equity department. His last role was lead PM for Strategy Funds. Before he was working several years for different financial service companies in Zurich. Sebastian earned the professional designation of Certified International Investment Analyst (CIIA), Certified International Wealth Manager (CIWM) and Swiss-Certified Financial Planner
Daniel Rudis	-	2020	2022
Nicole Fenner	-	2016	2020
Marc Both	-	2013	2017
Beat John	-	2010	2016
Robert Hellstrand	-	2013	2015
José Antonio Blanco	-	2003	2013

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS Lux Strategy .	143.390	+0.760	+0.53%