UBS (Lux) Strategy Fund - Yield (CHF) P-acc
| ISIN | LU0033035865 |
| Provider | UBS Asset Management Europe SA |
| Close Price | CHF 2,208.19 * |
| Lipper Rating | |
| ESG Score | |
| Characteristics | Sustainable |
* Data as of 14 April 2026
Performance
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| Total | p.a. | |
|---|---|---|
| YTD | -2.81% | — |
| 1 Year | +3.06% | +3.06% |
| 3 Years | +6.37% | +2.88% |
| 5 Years | -6.15% | -0.90% |
| 10 Years | +6.53% | +0.83% |
Past performance is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise.
Key Facts
| Asset Class | Mixed Assets |
| Geographical Focus | Global |
| Fund Size | CHF 1,271,666,745 |
| Total Expense Ratio | 1.60% |
| Currency | CHF |
| Domicile | LU |
| Managementstyle | Active |
| SFDR Article | Article 8 |
Country Exposure
United States
48.1%
Switzerland
13.3%
United Kingdom
4.2%
Netherlands
4.0%
France
3.9%
Other
26.6%
Description
The actively managed fund invests with a variable ratio in equities and bonds, including money market instruments. The focus is on bonds. The portfolio managers can also use derivatives to achieve the investment fund's investment objective. The investment fund can invest its entire assets in investm...