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UBS (Lux) Strategy Fund - Growth (EUR) Q-acc (0P00011WFM.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
142.32+0.68 (+0.48%)
At close: 09:00PM CET
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UBS (Lux) Strategy Fund - Growth (EUR) Q-acc

33A, avenue J.-F. Kennedy, L-1855 Luxembourg

Management Information
Roland Kramer,Lead Manager since March 20, 2017
Roland Kramer is a Portfolio Manager in the Investment Solutions team, based in Zurich. His management duties also extend to UBS Strategy Funds, one of Europe’s largest asset allocation family of funds, and to currency overlay mandates for very large pension funds. Roland 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 (CAIA®) in 2014.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryEUR Aggressive Allocation - Global
Fund FamilyUBS Fund Management (Luxembourg) S.A.
Net Assets146.01M
YTD Return9.32%
Yield0.00%
Morningstar Rating★★★
Inception DateJan 30, 2014

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover77.30%
Average for CategoryN/A

Fees & Expenses

Expense0P00011WFM.FCategory Average
Annual Report Expense Ratio (net)1.98%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load2.50%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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