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

Ranked 7 out of 28 in - Aggressive USD over 12 months
All calculations are in GBP unless stated

Managed by

Sebastian Richner

Sebastian Richner is a portfolio manager in UBS Asset Management's Investment Solutions team, located in Zurich. His management duties extend to the UBS Strategy funds, one of Europe's largest fund families. Prior to UBS, Richner spent eight years at Swiss Life Asset Managers in the Asset Allocation and Equity department. He holds the Certified International Investment Analyst (CIIA), Certified International Wealth Manager (CIWM) and Swiss-Certified Financial Planner designations.

Objective

The investment fund invests to varying degrees in bonds of primarily high quality, money market instruments and equities worldwide, though the focus is on equities. 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 United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.0%
2018 -3.1% -5.0% 6.9% 3.7% -8.0%
2017 5.9% 3.8% -1.1% 0.6% 2.6%
2016 27.2% 1.7% 7.6% 8.2% 7.4%
2015 3.5% 7.9% -6.4% -3.4% 6.1%
2014 12.3% 0.2% 1.0% 5.0% 5.8%
2013 13.3% 12.5% -0.3% -1.9% 3.0%
2012 5.5% 5.4% -1.9% 1.8% 0.3%
2011 -4.1% 0.1% -0.1% -9.5% 6.0%
2010 12.1% 9.2% -6.6% 3.7% 6.0%
2009 6.8% -9.1% -0.7% 15.7% 2.2%
2008 -2.3% -7.0% -2.2% 0.9% 6.5%
2007 1.7% 0.0% 2.8% -0.8% -0.3%
2006 0.2% 2.9% -7.3% 3.3% 1.7%
2005 17.7% 0.2% 6.2% 5.0% 5.4%
2004 2.4% -0.9% 0.8% 0.3% 2.4%
2003 9.9% -2.7% 9.0% 1.4% 2.2%
2002 -22.9% 2.0% -13.9% -16.7% 5.4%
2001 -5.1% -2.2% 3.0% -12.9% 8.1%
2000 4.9% 2.3% 4.2% 0.2% -1.7%
1999 11.5% 3.3% 5.4% -6.4% 9.4%
1998 12.6% 5.5% 1.4% -7.0% 13.2%
1997 15.8% 5.4% 6.1% 5.8% -2.2%
1996 2.8% 5.4% 1.1% 1.2% -4.7%
1995 17.1% -3.7% 9.0% 5.0% 6.2%
1994 -7.7% -2.7% -5.1% -0.6% 0.6%
1993 21.2% 6.4% 4.8% 2.8% 5.7%
1992 21.9% 4.5% -5.1% 2.7% 19.7%
1991 -3.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
UBS (Lux) Inst Fd - Key Sel Global Eq FA (USD) 19.27%
UBS (Lux) Eq S - Global Quantitative (USD) UXa 19.26%
UBS (Lux) Bond S - USD Inv Grade Corp (USD) U-X-a 11.90%
UBS (Lux) Eq S-Glob Emer Markets Opp (USD) U-X-a 7.08%
UBS (Lux) Emerging Ec Global Bonds (USD) U-X-acc 4.97%
UBS (Lux) Bond S - USD High Yield (USD) U-X-acc 2.98%
UBS (Lux) Bond Fd - Euro High Yield (EUR) I-X-acc 2.00%
UBS (Lux) Inst Sicav - EM Equity Passive FA USD 1.96%
USD Cash 1.76%
UBS Global Emerging Markets Opportunity I-B USD 1.42%
28/02/2019

Registered For Sale In

  1. Austria
  2. Cyprus
  3. Czech Republic
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Iceland
  9. Italy
  10. Japan
  11. Liechtenstein
  12. Luxembourg
  13. Malta
  14. Netherlands
  15. Norway
  16. Portugal
  17. Saudi Arabia
  18. Singapore
  19. Spain
  20. Sweden
  21. Switzerland
  22. Taiwan
  23. United Kingdom

Fund Info

  • Launch date10/09/1991
  • Share Class size124Mn
  • Base currencyUnits
  • ISIN LU0033040865

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).