At A Glance
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UBS (Lux) Strategy Fd - Balanced (CHF) P-C-dist
Net Asset Value
98.47CHF
0.67
15 May 2013
YTD Return (Cumulative)
9.53%5 Year Return (Annualized)
8.88%Classification
Mixed Asset CHF BalancedManager Benchmark
Lipper Leader Profile (Overall)
N/A
The Growth of 10,000CHF chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Fund Profile
| Fund Promoter | UBS |
|---|---|
| Portfolio Manager | UBS AG, UBS Global Asset Management |
| Launch Date | 20 Apr 2000 |
| Geographical Focus | Switzerland |
| Redemption Current | -- |
| Redemption Max | 2.00% |
| Redemption Min | -- |
Fees, Expenses, & Minimums
| Early Redemption Fee | 2.00% |
|---|---|
| Initial Current | -- |
| Initial Max | 6.00% |
| Initial Min | -- |
| Regular Investments | -- |
| Irregular Investments | -- |
| Total Net Assets | 9.34 M CHF |
| Total Net Assets Date | 30 Apr 2013 |
| Annual Current Charge | 1.62% |
| Annual Max Charge | 1.62% |
| Annual Min Charge | -- |
Investment Strategy
The fund invests worldwide in high-quality equities, bonds and money market instruments. The ratio of equities to fixed-income investments is balanced (equity component usually around 45%). Investments are largely hedged versus the reference currency. The fund's long-term aim is to generate real growth in assets and is based on UBS's investment policy.
Overall Lipper Leaders Ratings & Fund Profile »
| Similar Rating/ Category | ||
|---|---|---|
| Total Return | 18677 | |
| Consistent Return | 18677 | |
| Capital Preservation | 19043 | |
| Low Expense | N/A | 13171 |
About the ratings...
Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »
Lipper Leaders.comAbout the ratings
Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Expense reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).
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Quick Fund Facts
This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
