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

Ranked 13 out of 27 in - Aggressive CHF over 12 months
All calculations are in CHF unless stated

Managed by

Roland Kramer

Objective

The fund invests worldwide in high-quality equities, bonds and money market instruments. Investments are focused on equities (equity component usually around 65%). 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. The fund is appropriate for capital-gain-oriented investors seeking a globally diversified, balanced portfolio with the CHF as reference currency.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Aggressive CHF over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.5% 2.2% 3.0%
2016 2.3% -3.8% 1.0% 3.6% 1.6%
2015 -2.5% 2.1% -1.9% -5.6% 3.2%
2014 7.0% 1.6% 3.0% 0.7% 1.6%
2013 13.1% 7.3% -0.7% 2.8% 3.2%
2012 10.3% 6.0% -2.0% 4.6% 1.5%
2011 -6.7% 0.7% -3.1% -9.6% 5.7%
2010 1.9% 3.6% -7.2% 3.7% 2.3%
2009 18.6% -7.5% 12.0% 11.4% 2.7%
2008 -30.6% -12.5% -1.4% -5.6% -14.7%
2007 -2.6% 0.5% 3.3% -2.1% -4.2%
2006 9.1% 3.7% -4.4% 5.6% 4.2%
2005 17.0% 1.8% 4.4% 5.6% 4.3%
2004 4.5% 2.7% -0.8% -1.1% 3.7%
2003 14.2% -7.4% 13.5% 2.1% 6.4%
2002 -20.8% 1.4% -10.3% -14.4% 1.7%
2001 -9.8% -6.0% 2.1% -12.6% 7.5%
2000 -1.8% 1.1% -1.2% -0.7% -1.0%

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 date10/09/1991
  • Share Class size506Mn
  • Base currencyCHF
  • ISIN LU0033034892

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.44%
  • Initial investment2

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