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UBS (Lux) SXS Yield (CHF) P-acc (0P000010P5.SW)

Swiss - Swiss Delayed price. Currency in CHF
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11.60-0.01 (-0.09%)
At close: 10:00PM CEST

UBS (Lux) SXS Yield (CHF) P-acc

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

+352-441 0101
Management information
,Lead manager since 20 March 2017
Sebastian is a Portfolio Manager in the Investment Solutions team, located in Zurich. His management duties extend to the UBS Strategy Funds, one of Europe's largest asset allocation family of funds. Prior to UBS, Sebastian was working 8 years at Swiss Life Asset Managers in the Asset Allocation and Equity department. His last role was lead PM for Strategy Funds. Before he was working several years for different financial service companies in Zurich. Sebastian earned the professional designation of Certified International Investment Analyst (CIIA), Certified International Wealth Manager (CIWM) and Swiss-Certified Financial Planner
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyUBS Fund Management (Luxembourg) S.A.
Net assets458.22M
YTD return0.98%
Yield0.00%
Morningstar rating★★
Inception date17 Aug 2015

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover43.94%
Average for categoryN/A

Fees and expenses

Expense0P000010P5.SWCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A