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UBS (Lux) Strategy Fd - Equity (CHF) P-acc

Ranked 234 out of 340 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Roland Kramer

Objective

The investment fund invests globally and mainly in equities and other equity securities. The bond component is low. The fund is based on UBS's investment policy, the UBS House View. The fund manager combines carefully selected securities from various asset classes of different states and companies from different countries and sectors with the objective of exploiting interesting earnings opportunities and in doing so keeping the level of risk under control.

Showing fund performance in Netherlands View performance globally

Performance

Global over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.7% 0.5% -1.2%
2016 3.4% -5.7% 1.4% 3.6% 4.4%
2015 8.3% 18.2% -1.8% -10.9% 4.8%
2014 10.1% 2.2% 3.6% 1.6% 2.3%
2013 18.7% 9.9% -1.3% 4.4% 4.7%
2012 13.8% 9.4% -3.3% 5.0% 2.5%
2011 -7.4% -2.5% 1.7% -13.9% 8.6%
2010 21.2% 8.6% -3.4% 3.9% 11.1%
2009 21.6% -10.5% 12.8% 13.8% 5.8%
2008 -30.6% -10.7% -3.8% -5.4% -14.6%
2007 -5.8% -0.3% 3.1% -3.5% -5.0%
2006 8.2% 3.4% -4.4% 5.1% 4.1%
2005 20.7% 2.0% 4.8% 7.0% 5.6%
2004 6.1% 3.2% 1.8% -3.4% 4.6%
2003 8.8% -10.8% 10.3% 3.7% 6.6%
2002 -26.5% 2.0% -13.8% -18.2% 2.2%
2001 -13.5% -9.6% 2.8% -14.2% 8.5%
2000 1.6% 4.2% 0.4% -0.4% -2.5%
1999 29.8% 7.8% 10.9% -4.4% 13.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Greece
  6. Iceland
  7. Italy
  8. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date04/04/1997
  • Share Class size193Mn
  • Base currencyCHF
  • ISIN LU0071007289

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.54%
  • Initial investment2

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).