UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) Q-acc(0P00016OMZ)

盧森堡

從投資組合中新增/移除新增至觀察名單

121.560 +0.390 +0.32%

25/11 - 關閉. CHF 貨幣

種類: 基金

市場: 盧森堡

發行者: UBS Fund Management (Luxembourg) S.A.

國際證券識別碼(ISIN): LU0941351099

資產類別: 股票

晨星評級:
總資產: 1.85B

0P00016OMZ綜觀

你可在本頁找到深入的UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) Q-acc公司檔案，包括0P00016OMZ的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

CHF Moderate Allocation

總資產

1.85B

費用

1.08%

基金成立

2015年9月8日

投資策略

此基金主要透過投資於環球股票、優質債券及貨幣市場工具，保持組合中股票/債券比重相約 ( 股票比重佔 45% )，以提供長期資本增值。

聯絡資訊

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

電話 +352-441 0101

網絡 www.ubs.com/funds

主要管理層

名稱	主旨	成立於	直至
Daniel Hammar	-	2021	now
Roland Kramer	-	2017	now
自傳	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.
Sebastian Richner	-	2017	now
自傳	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
Daniel Rudis	-	2020	2022
Nicole Fenner	-	2016	2020
Marc Both	-	2013	2017
Beat John	-	2010	2016
Robert Hellstrand	-	2013	2015
Management Team	-	1997	2013
自傳	Team Managed

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