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Ubs (ch) Strategy Fund - Balanced Sustainable (usd) P (0P00000OQK)

Switzerland

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198.760 +0.930 +0.47%

23/12 - Closed. Currency in USD

Type: Fund

Market: Switzerland

Issuer: UBS Fund Management (Switzerland) AG

ISIN: CH0002792189

Asset Class: Equity

Morningstar Rating:
Total Assets: 39.77M

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0P00000OQK Overview

Find basic information about the Ubs (ch) Strategy Fund - Balanced Sustainable (usd) P 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 0P00000OQK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change8.7%

Prev. Close197.83

Risk Rating

TTM Yield0.36%

ROE22.12%

IssuerUBS Fund Management (Switzerland) AG

Turnover26.16%

ROA9.53%

Inception DateFeb 12, 1990

Total Assets39.77M

Expenses1.76%

Min. InvestmentN/A

Market Cap84.73B

CategoryUSD Moderate Allocation

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Ubs (ch) Strategy Fund - Balanced Sustainable (usd) P Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1095	1016	1139	1043	1208	1475
Fund Return	9.52%	1.62%	13.85%	1.43%	3.86%	3.96%
Place in category	665	685	663	715	506	217
% in Category	49	50	49	59	53	46

Top Equity Funds by UBS Fund Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
CH0565892822	7.31B	20.55	8.04	-
Equities Emerging Markets Glo II IX	4.1B	7.35	-1.56	3.15
Equities Emerging Markets Glo II IB	4.1B	7.22	-1.72	2.97
Equities Emerging Markets GlobalIA1	552.87M	0.61	-7.13	3.12
Equities Emerging Markets Global IX	552.87M	1.40	-6.33	4.16

Top Funds for USD Moderate Allocation Category

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	UBS CH Strategy Fund Balanced USD Q		39.77M	10.20	2.11	4.62

Top Holdings

Name	ISIN	Weight %	Last	Change %
UBS (Lux) Bond SICAV - USD Investment Grade Corpor	LU1469614280	16.09	12,487.930	-0.16%
UBS (Lux) Equity SICAV - Engage for Impact (USD) U	LU2393191064	15.17	10,369.180	+0.49%
UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon	IE00BDQZMX67	10.21	17.48	-0.06%
UBS (Lux) Bond SICAV - Green Social Sustainable Bo	LU2388910510	8.27	9,201.220	-0.16%
UBS (Lux) ES Glb Opp sust($)U-XAcc	LU2100403588	5.06	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS CH Strategy F.	198.760	+0.930	+0.47%