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UBS (Lux) SS - Systematic Alloc Portf Med (USD) Pa

classificato 4 su 35 di - Multi Asset Bilanciati USD su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

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.

Obiettivo

The aim of the investment policy is to combine interest income and capital growth in terms of the currency of account. The investments will be made on a broadly diversified basis worldwide in bonds, equities and, to a lesser extent, in alternative investments (UCITS and UCIs as well as other instruments permitted under the general investment policy), commodities, high-yield bonds, emerging markets bonds and real estate investment trusts (REITs). The net equity exposure can vary greatly, up to a maximum of 70%.

Performance

Multi Asset Bilanciati USD su un periodo di : 31/08/2017 - 31/08/2018

Rendimento totale

Performance trimestrale

a 30/06/2018 Annuale T1 T2 T3 T4
2018 -3,8% 6,0%
2017 -0,9% 1,7%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Finlandia
  4. Francia
  5. Germania
  6. Grecia
  7. Italia
  8. Giappone
  9. Liechtenstein
  10. Lussemburgo
  11. Paesi Bassi
  12. Singapore
  13. Spagna
  14. Svezia
  15. Svizzera
  16. Regno Unito

Informazioni sul fondo

  • Inizio collocamento31/05/2017
  • Dimensione share class595Mn
  • Valuta di baseUSD
  • ISIN LU1599186969

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo0,001
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,20%
  • Investimento iniziale2,50%

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).