UBS (Lux) Equity SICAV - US Inc (USD) (CHF h) Pa
- ISIN
- LU1149725092
- Provider
- UBS Asset Management Europe SA
- Close Price
- CHF 185.62 *
- Lipper Rating
- ESG Score
- Characteristics
- Sustainable
* Data as of 10 September 2026
Performance
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| Total | p.a. | |
|---|---|---|
| YTD | +8.03% | — |
| 1 Year | +9.23% | +9.23% |
| 3 Years | +24.45% | +7.56% |
| 5 Years | +17.27% | +3.23% |
| 10 Years | +74.24% | +5.70% |
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 | Equity |
| Holdings Classification | Equity United States Multi-Cap Value |
| Geographical Focus | United States of America |
| Fund Size | CHF 1,740,350,930 |
| Total Expense Ratio | 1.70% |
| Currency | CHF |
| Domicile | LU |
| Managementstyle | Active |
| SFDR Article | Article 8 |
Country Exposure
United States
93.7%
Ireland
4.9%
United Kingdom
1.3%
Bermuda
0.5%
Switzerland
0.0%
Description
The actively managed investment fund invests mainly in equities of American companies. The objective of the investment strategy is to achieve an above-average return on equities compared to the US equity market. Equity income can come from dividends, stock buybacks, call option premiums and other so...