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

Ranked 2 out of 5 in - Aggressive CHF over 12 months
All calculations are in GBP unless stated

Managed by

Roland Kramer

Roland Kramer is a portfolio manager in the Investment Solutions team at UBS, based in Zurich. His management duties also extend to the UBS Strategy Funds, one of Europe’s largest asset allocation family of funds, and to currency overlay mandates for very large pension funds. Kramer joined UBS Global Asset Management in September 2013. Prior to this, he worked for UBS Investment Bank in Zurich as a fixed income trader, where he was responsible for the structured fixed income book. Before this, he started as trader assistant with the UBS Investment Bank on the fixed income trading desk in Zurich and Hong Kong. Roland earned the professional designation of Chartered Alternative Investment Analyst in 2014.

Objective

The aim of the investment policy is to seek optimal capital growth in terms of the currency of account. To this end, investments are made worldwide on a broadly diversified basis, mainly in bonds and equities, with the majority of Fund assets generally invested in equities. Thus, the investment risk of this sub-fund is typically higher than that of the Balanced sub-funds. In line with this investment policy, the sub-funds may invest in high-yield bonds, emerging market bonds and commodities.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive CHF over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.7%
2018 -6.1% -5.0% 2.4% 5.0% -8.1%
2017 7.1% 4.9% 2.9% -1.3% 0.7%
2016 20.1% 3.2% 6.8% 7.1% 1.9%
2015 2.4% 9.7% -3.8% -6.2% 3.5%
2014 1.7% 1.6% 0.0% -1.5% 1.6%
2013 14.3% 11.1% -0.6% 0.8% 2.6%
2012 7.7% 6.7% -4.7% 2.3% 3.5%
2011 -6.3% 0.2% 5.2% -13.7% 3.0%
2010 16.6% 8.3% -8.1% 8.6% 7.9%
2009 8.7% -13.2% 2.0% 20.3% 2.1%
2008 2.3% 0.3% -4.4% -4.3% 11.4%
2007 3.2% 0.3% 0.6% 1.1% 1.2%
2006 3.4% 3.6% -4.3% 2.2% 2.2%
2005 12.9% -1.3% 2.4% 6.3% 5.2%
2004 6.0% -2.4% 1.7% -0.5% 7.3%
2003 14.8% -3.5% 8.5% 4.0% 5.5%
2002 -14.0% 2.3% -5.3% -16.2% 5.9%
2001 -9.6% -7.2% -0.9% -7.0% 5.7%
2000 4.7% -1.7% 6.5% -4.3% 4.5%
1999 -0.9% -1.5% 0.0% -3.5% 4.3%
1998 11.9% 4.0% 1.1% -7.0% 14.5%
1997 14.0% 5.0% 6.1% 3.9% -1.4%
1996 -7.4% 3.3% -2.2% 0.4% -8.7%
1995 22.6% 5.1% 7.1% 3.1% 5.7%
1994 -2.6% 1.3% -4.2% 1.0% -0.6%
1993 23.2% 6.9% 3.9% 5.5% 5.2%
1992 18.6% 1.2% -2.3% 8.8% 10.2%
1991 -1.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
UBS (Lux) Eq S - Global Quantitative (USD) UXa 16.00%
UBS (Lux) Inst Fd - Key Sel Global Eq FA (USD) 12.65%
UBS (Lux) Bond S - USD Inv Grade Corp (USD) U-X-a 7.96%
Nestle SA ORD 5.69%
UBS (Lux) Emerging Ec Global Bonds (USD) U-X-acc 4.97%
UBS (Lux) Eq S-Glob Emer Markets Opp (USD) U-X-a 4.11%
Novartis AG ORD 4.06%
Roche Holding AG Par 4.01%
UBS (Lux) Bond S - EUR Corporates (EUR) U-X-acc 3.01%
UBS (Lux) Bond S - USD High Yield (USD) U-X-acc 3.01%
28/02/2019

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 size468Mn
  • Base currencyUnits
  • ISIN LU0033034892

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Annual management1.44%
  • Initial investment2.50%

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