UBS (Lux) Equity Fund - China Opportunity (USD)


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About UBS (Lux) Equity Fund - China Opportunity (USD)

The Fund's investment objective is to achieve high growth with a reasonable level of income, while giving due consideration to capital security and the liquidity of the Fund’s assets. Following the principle of risk diversification, the Subfund invests at least two-thirds of its assets in equities, other equity shares such as cooperative shares and participation certificates (equities and equity rights), short-term securities, dividend-right certificates and warrants issued by companies domiciled or chiefly active in China.

20.96%
UBS (Lux) EF China Oppo(USD) P USD acc 3 year Return
Manager : UBS

Fund Objective

The Fund's investment objective is to achieve high growth with a reasonable level of income, while giving due consideration to capital security and the liquidity of the Fund’s assets. Following the principle of risk diversification, the Subfund invests at least two-thirds of its assets in equities, other equity shares such as cooperative shares and participation certificates (equities and equity rights), short-term securities, dividend-right certificates and warrants issued by companies domiciled or chiefly active in China.

Fund Manager

Denise Cheung

Since: 2018-04-11

Biography:

Fund Manager

Morris Wu

Since: 2019-06-14

Biography:

Fund Manager

Bin Shi

Since: 2010-06-05

Biography:Bin Shi is a member of the Global Emerging Market and Asia Pacific Equities team, located in Hong Kong. He is Country Analyst and Portfolio Manager for China with a focus on Chinese stocks listed on both the overseas and domestic Chinese stock exchanges. Prior to joining UBS Asset Management, Bin spent three years as Head of Int’l Business, portfolio manager and analyst with Boshi Fund Management Co., one of the largest domestic mutual fund companies in China. Prior to that, he worked in the US for eight years as portfolio manager and analyst for several US mutual fund firms. Bin joined UBS in January 2006 and has managed the Greater China Fund since April 2006.

Quick Stats

City Code (Symbol) N/A Legal Structure FCP Fund Currency USD
ISIN Code LU0067412154 Fund Size 9,119.150M Price Date 2020-04-03
Sector China Equity Valor Code 512613 Pricing Freq -
Bid Price - Mid Price - Offer Price -
Benchmark - Yield - Launch Date 1996-11-15
Domicile Luxembourg Type Accumulation ISA NO

Purchase & Other Information

Ongoing Charges
Complaint Reporting Fund Status , UCITS IV Compliant,
Dividend Dates -
For Sale In

Holding weightings are currently unavailable

Assets weightings are currently unavailable

Sector weightings are currently unavailable

Dividend Calendar

No dividend date is found

Price: $1531.93

52wk high/low: 1750.44/1355.04

NAV:  1531.93
Current Yield:  -
Sector: China Equity

-
-5.22%

Multi Manager Access EMU Equities A Dis ( N/A)

 
Category - Eurozone Large-Cap Equity

Category Benchmark - N/A
 
Viewed 0 Times This Week
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5%

UBS (Lux) Strategy Fund - Yield (USD) P-acc ( N/A)

 
Category - USD Cautious Allocation

 
Viewed 4 Times This Week
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5.65%

UBS Corporate Bond UK Plus Fund Class K Accumulation Shares (Gross) ( N/A)

 
Category - GBP Corporate Bond

Category Benchmark - Markit iBoxx Non-Gilt Index
 
Viewed 1 Times This Week
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7.16%

UBS Global Allocation Fund (UK) Class A Accumulation Shares ( N/A)

 
Category - GBP Moderately Adventurous Allocation

Category Benchmark - IMA Mixed Investment 40 - 85% Shares
 
Viewed 1 Times This Week
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11.42%

UBS Global Emerging Markets Equity Fund Class J Accumulation Shares (Net) ( N/A)

 
Category - Global Emerging Markets Equity

Category Benchmark - FTSE All World Emerging Index
 
Viewed 2 Times This Week
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11.82%

UBS Global Emerging Markets Opportunity Fund USD K ( N/A)

 
Category - Global Emerging Markets Equity

Category Benchmark - MSCI Emerging Markets
 
Viewed 3 Times This Week
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13.11%

UBS S&P 500 Index Fund J Income ( N/A)

 
Category - US Large-Cap Blend Equity

Category Benchmark - S&P 500 Net Total Return Index
 
Viewed 3 Times This Week
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5.5%

UBS (Lux) Equity SICAV - European Opportunity Unconstrained (EUR) P-acc ( N/A)

 
Category - Europe Large-Cap Blend Equity

Category Benchmark - MSCI Europe
 
Viewed 1 Times This Week
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7.2%

UBS (Lux) Equity SICAV - Global High Dividend (USD) P-acc ( N/A)

 
Category - Global Equity Income

Category Benchmark - MSCI All Country World
 
Viewed 0 Times This Week
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5.08%

UBS (Lux) Equity SICAV - Global Income (USD) K-1-dist ( N/A)

 
Category - Global Equity Income

Category Benchmark - MSCI All Country World
 
Viewed 1 Times This Week
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7.18%

UBS (Lux) Equity SICAV - US Total Yield (USD) K-1-acc ( N/A)

 
Category - US Large-Cap Blend Equity

Category Benchmark - MSCI USA
 
Viewed 3 Times This Week
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8.13%

UBS (Lux) Equity SICAV - USA Quantitative (USD) P-acc ( N/A)

 
Category - US Large-Cap Blend Equity

Category Benchmark - MSCI USA
 
Viewed 0 Times This Week
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15.07%

UBS (Lux) Equity SICAV - USA Growth (USD) P-acc ( N/A)

 
Category - US Large-Cap Growth Equity

Category Benchmark - Russell 1000 Growth
 
Viewed 3 Times This Week
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3.74%

UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) P-8%-mdist ( N/A)

 
Category - EUR Moderate Allocation

 
Viewed 1 Times This Week
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4.08%

UBS (Lux) Key Selection SICAV - Global Allocation (EUR) P-acc ( N/A)

 
Category - EUR Flexible Allocation - Global

 
Viewed 3 Times This Week
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5.8%

UBS (Lux) Key Selection SICAV - Global Allocation (USD) P-acc ( N/A)

 
Category - USD Flexible Allocation

 
Viewed 3 Times This Week
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9.76%

UBS (Lux) Key Selection SICAV - Global Equities (USD) (EUR) P-acc ( N/A)

 
Category - Global Large-Cap Blend Equity

Category Benchmark - MSCI World
 
Viewed 1 Times This Week
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-0.86%

UBS (Lux) Money Market Fund - CHF P-acc ( N/A)

 
Category - CHF Money Market

Category Benchmark - JP Morgan Cash
 
Viewed 1 Times This Week
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-0.46%

UBS (Lux) Money Market Fund - EUR P-acc ( N/A)

 
Category - EUR Money Market

Category Benchmark - JP Morgan Cash
 
Viewed 1 Times This Week
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1.3%

UBS (Lux) Money Market Fund - USD P-acc ( N/A)

 
Category - USD Money Market

Category Benchmark - JP Morgan Cash
 
Viewed 1 Times This Week
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4.25%

UBS (Lux) Real Estate Funds Selection - Global I-102-dist CHF Hedged ( N/A)

 
Category - Property - Direct Global

Category Benchmark - Not benchmarked
 
Viewed 1 Times This Week
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3.9%

UBS (Lux) Strategy Fund - Balanced (CHF) P-dist ( N/A)

 
Category - CHF Moderate Allocation

 
Viewed 1 Times This Week
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3.78%

UBS (Lux) Strategy Fund - Balanced (EUR) P-dist ( N/A)

 
Category - EUR Moderate Allocation - Global

 
Viewed 2 Times This Week
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6.12%

UBS (Lux) Strategy Fund - Balanced (USD) P-acc ( N/A)

 
Category - USD Moderate Allocation

 
Viewed 3 Times This Week
SEE FUND DETAILS
5.38%

UBS (Lux) Strategy Fund - Growth (CHF) P-acc ( N/A)

 
Category - CHF Aggressive Allocation

 
Viewed 2 Times This Week
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2.56%

UBS (Lux) Strategy Fund - Yield (CHF) P-acc ( N/A)

 
Category - CHF Cautious Allocation

 
Viewed 1 Times This Week
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2.49%

UBS (Lux) Strategy Fund - Yield (EUR) P-acc ( N/A)

 
Category - EUR Cautious Allocation - Global

 
Viewed 1 Times This Week
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1.1%

UBS (Irl) Select Money Market Fund - USD Institutional ( N/A)

 
Category - USD Money Market - Short Term

Category Benchmark - 7-day LIBID
 
Viewed 2 Times This Week
SEE FUND DETAILS
-0.13%

UBS (Lux) Bond Fund - CHF P-acc ( N/A)

 
Category - CHF Bond

Category Benchmark - SBI® Foreign AAA-BBB
 
Viewed 1 Times This Week
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2.01%

UBS (Lux) Bond Fund - Convert Europe (EUR) P EUR Inc ( N/A)

 
Category - Convertible Bond - Europe

 
Viewed 0 Times This Week
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3.73%

UBS (Lux) Bond Fund - Euro High Yield (EUR) P-acc ( N/A)

 
Category - EUR High Yield Bond

Category Benchmark - BofA Merrill Lynch EUR High Yield 3% Constrained
 
Viewed 2 Times This Week
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3.56%

UBS (Lux) Bond SICAV - Convert Global (EUR) P-acc ( N/A)

 
Category - Convertible Bond - Global, EUR Hedged

Category Benchmark - Thomson Reuters Global Convertible Index - Global Vanilla
 
Viewed 1 Times This Week
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3.92%

UBS (Lux) Bond SICAV - Emerging Economies Corporates (USD) P-acc ( N/A)

 
Category - Global Emerging Markets Corporate Bond

Category Benchmark - JPM CEMBI Diversified
 
Viewed 1 Times This Week
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1.41%

UBS (Lux) Bond SICAV - EUR Corporates (EUR) P-acc ( N/A)

 
Category - EUR Corporate Bond

 
Viewed 1 Times This Week
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1.03%

UBS (Lux) Bond SICAV - Global Corporates (USD) (CHF hedged) I-A1-acc ( N/A)

 
Category - Global Corporate Bond - CHF Hedged

Category Benchmark - Barclays Global Aggregate Corporate
 
Viewed 0 Times This Week
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1.53%

UBS (Lux) Bond SICAV - Short Duration High Yield (USD) (EUR hedged) Q-acc ( N/A)

 
Category - Other Bond

Category Benchmark - No representative reference index is available
 
Viewed 0 Times This Week
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-0.24%

UBS (Lux) Bond SICAV - Short Term EUR Corporates (EUR) P-acc ( N/A)

 
Category - EUR Corporate Bond - Short Term

Category Benchmark - Barclays Euro Corporate Index 500mio+ 1-3yrs
 
Viewed 1 Times This Week
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1.61%

UBS (Lux) Bond SICAV - Short Term USD Corporates (USD) P-acc ( N/A)

 
Category - USD Corporate Bond

Category Benchmark - Barclays Eurodollar Corporate 1-3yrs
 
Viewed 0 Times This Week
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3.54%

UBS (Lux) Bond SICAV - USD Corporates (USD) P-acc ( N/A)

 
Category - USD Corporate Bond

Category Benchmark - Bloomberg Barclays US Corporate Investment Grade
 
Viewed 3 Times This Week
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6.18%

UBS (Lux) Bond SICAV - USD High Yield (USD) P-acc ( N/A)

 
Category - USD High Yield Bond

 
Viewed 1 Times This Week
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2.92%

UBS (Lux) Emerging Economies Fund - Global Bonds (USD) P-acc ( N/A)

 
Category - Global Emerging Markets Bond

 
Viewed 2 Times This Week
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5.82%

UBS (Lux) Equity Fund - Biotech (USD) P-acc ( N/A)

 
Category - Sector Equity Biotechnology

Category Benchmark - MSCI US Investable Market Biotechnology 10/40
 
Viewed 3 Times This Week
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20.96%

UBS (Lux) Equity Fund - China Opportunity (USD) P-acc ( N/A)

 
Category - China Equity

 
Viewed 5 Times This Week
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5.7%

UBS (Lux) Equity Fund - Euro Countries Opportunity (EUR) P-acc ( N/A)

 
Category - Eurozone Large-Cap Equity

Category Benchmark - MSCI EMU
 
Viewed 1 Times This Week
SEE FUND DETAILS
4.01%

UBS (Lux) Equity Fund - European Opportunity (EUR) P-acc ( N/A)

 
Category - Europe Large-Cap Blend Equity

Category Benchmark - MSCI Europe
 
Viewed 3 Times This Week
SEE FUND DETAILS
15.83%

UBS (Lux) Equity Fund - Greater China (USD) P-acc ( N/A)

 
Category - Greater China Equity

Category Benchmark - UBS Greater China
 
Viewed 1 Times This Week
SEE FUND DETAILS
3.22%

UBS (Lux) Equity SICAV - European High Dividend (EUR) P-acc ( N/A)

 
Category - Europe Equity Income

Category Benchmark - MSCI Europe
 
Viewed 1 Times This Week
SEE FUND DETAILS