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Ubs (ch) Strategy Fund - Yield Sustainable (usd) Q (0P000170HD)

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125.010 +0.410    +0.33%
21/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  Switzerland
ISIN:  CH0203279796 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 64.15M
UBS CH Strategy Fund - Yield USD Q 125.010 +0.410 +0.33%

0P000170HD Overview

 
Find basic information about the Ubs (ch) Strategy Fund - Yield Sustainable (usd) Q 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 0P000170HD MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.49%
Prev. Close124.6
Risk Rating
TTM Yield1.03%
ROE20.24%
IssuerN/A
Turnover23.18%
ROA8.36%
Inception DateNov 05, 2015
Total Assets64.15M
Expenses0.98%
Min. InvestmentN/A
Market Cap68.01B
CategoryUSD Cautious Allocation
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Ubs (ch) Strategy Fund - Yield Sustainable (usd) Q Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1053 1042 1084 1000 1166 1404
Fund Return 5.25% 4.23% 8.37% 0.01% 3.13% 3.45%
Place in category 63 131 114 191 80 13
% in Category 14 25 21 46 25 8

Top Equity Funds by UBS Fund Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  CH0565892822 7.34B 14.73 8.82 -
  Equities Emerging Markets Glo II IB 3.98B 11.24 -1.90 3.25
  Equities Emerging Markets Glo II IX 3.98B 11.36 -1.75 3.43
  Equities Emerging Markets GlobalIA1 556.35M -1.63 -10.92 3.46
  Equities Emerging Markets Global IX 556.35M -1.49 -10.15 4.54

Top Funds for USD Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Strategy Fund Yield USD P 64.15M 4.89 -0.58 2.93
  V plc Russell Investments Multi AsB 26.8M 3.93 -0.92 2.17

Top Holdings

Name ISIN Weight % Last Change %
  UBS (Lux) Bond SICAV - USD Investment Grade Corpor LU1469614280 18.06 12,500.340 -0.04%
  UBS (Lux) Bond SICAV - Green Social Sustainable Bo LU2388910510 12.54 9,191.760 +0.02%
  UBS (Lux) Equity SICAV - Engage for Impact (USD) U LU2393191064 10.09 10,205.120 +0.90%
  UBS (IRL) Plc – MSCI ACWI ESG Universal Low Carbon IE00BDQZMX67 6.81 17.62 0.00%
UBS(Lux)FS Sst DevpmtBkBds5-10IdxU-X$Acc LU2562963061 6.51 - -

Technical Summary

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