Ubs All China Fund Quote
| UACPX Fund | USD 3.94 0.00 0.00% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Ubs All is trading at 3.94 as of the 22nd of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 3.94. Ubs All has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Ubs All China are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
The Advisor seeks to achieve the funds investment objective by investing, under normal circumstances, at least 80 percent of its net assets in a portfolio of equity securities of companies economically tied to China, and in other instruments that have economic characteristics similar to such securities. More on Ubs All China
Moving together with Ubs Mutual Fund
| 0.72 | PEVAX | Pace Smallmedium Value | PairCorr |
| 0.8 | PWTAX | Ubs Allocation | PairCorr |
| 0.79 | PWTYX | Ubs Allocation | PairCorr |
Moving against Ubs Mutual Fund
Ubs Mutual Fund Highlights
| Fund Concentration | UBS Asset Management Funds, Large Blend Funds, China Region Funds, China Region, UBS Asset Management (View all Sectors) |
| Update Date | 30th of September 2024 |
Ubs All China [UACPX] is traded in USA and was established 22nd of November 2024. Ubs All is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under China Region category and is part of UBS Asset Management family. Ubs All China at this time has accumulated 2.8 M in net assets with minimum initial investment of 2 M. with the current yeild of 0.02%.
Check Ubs All Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ubs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ubs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ubs All China Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ubs All China Mutual Fund Constituents
| TAL | TAL Education Group | Stock | Consumer Discretionary |
Ubs All China Risk Profiles
| Mean Deviation | 0.1539 | |||
| Standard Deviation | 0.5901 | |||
| Variance | 0.3482 | |||
| Risk Adjusted Performance | 0.1013 |
Ubs All Against Markets
Other Information on Investing in Ubs Mutual Fund
Ubs All financial ratios help investors to determine whether Ubs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ubs with respect to the benefits of owning Ubs All security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |