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UBS (Lux) EF China Oppo(USD) Q USD acc LU0403296170

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
17.03
-1.39
61.19
-14.02
42.89
29.49
-25.20
-19.95
-14.33
5.36
27.98
Category
-4.84
-2.31
43.95
-19.95
24.50
38.19
-15.59
-25.20
-15.62
12.29
22.05
Index
-6.63
3.49
47.52
-15.18
23.89
30.02
-21.82
-20.42
-10.00
17.75
25.94
Quartile Rank
Quartile Rank is first
Quartile Rank is third
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is first
Percentile Rank
2
51
8
14
7
66
93
15
40
84
8
# of Invest. in Cat.
435
484
497
525
638
728
812
975
1,011
973
550
Category Name
EU0504 EAA Fund China Equity
EU0504 EAA Fund China Equity
EU0504 EAA Fund China Equity
EU0504 EAA Fund China Equity
EU0504 EAA Fund China Equity
EU0504 EAA Fund China Equity
EU0504 EAA Fund China Equity
EU0504 EAA Fund China Equity
EU0504 EAA Fund China Equity
EU0504 EAA Fund China Equity
EU0504 EAA Fund China Equity

Price

How much does it cost (USD)?

If you were to invest 10,000 for 5 years, with an expected market return of 5% per year :
Fees presented are indicative and for illustrative purposes. Theoretically if no fees were charged, your investment would be worth 12,762.82. After fees your investment would be worth 11,277.60. Which is a reduction of 1,485.22. Or a reduction from the initial 5% per year market return to an actual 2.4% per year return.

Ongoing Fee Level

KIID Ongoing Charge
Fund
1.27%
Comparison Group
1.83%
Below Average

Investment Fees

Type Actual %
KIID Ongoing Charge 1.30
Performance Fee 0.00

Other Fees

Type
Entry Cost (% Max) 5
Exit Cost (% Max) 0
Minimum Initial Investment (USD)

Sustainability

ESG Risk Rating

4/5

Corporate Sustainability Score
23.04 22.72
Sovereign Sustainability Score
Low Carbon Designation

Low Carbon

Carbon Risk Score
5.70

Strategy

The Fund’s investment objective consists in generating strong capital appreciation with a reasonable level of income, while giving due consideration to capital security and the liquidity of the Fund’s assets. The sub-fund invests at least two-thirds of its assets in shares and other equity interests of companies that are either domiciled or chiefly active in China. Investors should note that the sub-fund’s exposure may also include Chinese A shares traded via Shanghai-Hong Kong Stock Connect or Shenzhen-Hong Kong Stock Connect. Chinese A shares are renminbi-denominated A shares of companies domiciled in mainland China; these are traded on Chinese stock exchanges such as the Shanghai Stock Exchange and the Shenzhen Stock Exchange.

Related Investments

Investment Name
Inception
ISIN
Currency
Ongoing Cost
Performance Fee %
Minimum Initial Purchase
Shareclass without Retrocessions
Purchase Constraint
UBS (Lux) EF China Oppo (USD) I-X-acc
UBS (Lux) EF China Oppo (USD) I-X-acc
11 Mar 2021
LU2310059436
USD
0
Yes
T Institutional
UBS (Lux) EF China Oppo(USD) 1-A1 USDacc
UBS (Lux) EF China Oppo(USD) 1-A1 USDacc
29 Jan 2014
LU1017642064
USD
1.2
0
Yes
T Institutional
UBS (Lux) EF China Oppo(USD) F USD acc
UBS (Lux) EF China Oppo(USD) F USD acc
08 Sept 2014
LU0403295958
USD
1
0
Yes
A Qualified Access
UBS (Lux) EF China Oppo(USD) I-A1 EURacc
UBS (Lux) EF China Oppo(USD) I-A1 EURacc
05 Dec 2019
LU2084644850
EUR
1.2
0
Yes
T Institutional
UBS (Lux) EF China Oppo(USD) I-A2-acc
UBS (Lux) EF China Oppo(USD) I-A2-acc
10 Mar 2020
LU2059874102
USD
1.2
0
10.00 Mil
Yes
T Institutional
UBS (Lux) EF China Oppo(USD) I-A3 USDacc
UBS (Lux) EF China Oppo(USD) I-A3 USDacc
06 Nov 2019
LU1951186714
USD
1
0
30.00 Mil
Yes
T Institutional
UBS (Lux) EF China Oppo(USD) I-A3-Inc
UBS (Lux) EF China Oppo(USD) I-A3-Inc
04 Dec 2020
LU2258404156
EUR
1
0
30.00 Mil
Yes
UBS (Lux) EF China Oppo(USD) I-B EUR acc
UBS (Lux) EF China Oppo(USD) I-B EUR acc
03 Apr 2018
LU1732805723
EUR
0.2
0
Yes
T Institutional
UBS (Lux) EF China Oppo(USD) I-B USD acc
UBS (Lux) EF China Oppo(USD) I-B USD acc
09 Feb 2018
LU1751696524
USD
0.2
0
Yes
T Institutional
UBS (Lux) EF China Oppo(USD) K-1 HKD acc
UBS (Lux) EF China Oppo(USD) K-1 HKD acc
06 Jul 2015
LU1097938507
HKD
1.8
0
40.00 Mil
No
UBS (Lux) EF China Oppo(USD) K-1 RMBHacc
UBS (Lux) EF China Oppo(USD) K-1 RMBHacc
24 Sept 2015
LU1273498946
CNH
UBS (Lux) EF China Oppo(USD) K-1 USD acc
UBS (Lux) EF China Oppo(USD) K-1 USD acc
09 Jun 2015
LU0403295446
USD
1.8
0
5.00 Mil
No
UBS (Lux) EF China Oppo(USD) K-X USD acc
UBS (Lux) EF China Oppo(USD) K-X USD acc
27 Aug 2018
LU1860987491
USD
0.1
0
Yes
A Qualified Access
UBS (Lux) EF China Oppo(USD) P AUD H acc
UBS (Lux) EF China Oppo(USD) P AUD H acc
27 May 2015
LU1227825731
AUD
2.5
0
No
UBS (Lux) EF China Oppo(USD) P AUD H MD
UBS (Lux) EF China Oppo(USD) P AUD H MD
27 May 2015
LU1230129766
AUD
2.5
0
No
UBS (Lux) EF China Oppo(USD) P EUR acc
UBS (Lux) EF China Oppo(USD) P EUR acc
06 Mar 2020
LU2131365186
EUR
2.4
0
No
UBS (Lux) EF China Oppo(USD) P EUR H acc
UBS (Lux) EF China Oppo(USD) P EUR H acc
31 May 2019
LU2000522420
EUR
2.5
0
No
UBS (Lux) EF China Oppo(USD) P HKD acc
UBS (Lux) EF China Oppo(USD) P HKD acc
20 Jan 2014
LU1008478684
HKD
2.4
0
No
UBS (Lux) EF China Oppo(USD) P HKD MD
UBS (Lux) EF China Oppo(USD) P HKD MD
19 Jan 2015
LU1152091754
HKD
2.4
0
No
UBS (Lux) EF China Oppo(USD) P RMB H acc
UBS (Lux) EF China Oppo(USD) P RMB H acc
10 Oct 2014
LU1115430461
CNH
2.5
0
1.00
No
UBS (Lux) EF China Oppo(USD) P RMB H MD
UBS (Lux) EF China Oppo(USD) P RMB H MD
02 Feb 2015
LU1152092307
CNH
UBS (Lux) EF China Oppo(USD) P SEK acc
UBS (Lux) EF China Oppo(USD) P SEK acc
08 Jun 2017
LU1620846664
SEK
2.4
0
No
UBS (Lux) EF China Oppo(USD) P SGD acc
UBS (Lux) EF China Oppo(USD) P SGD acc
08 Feb 2013
LU0880133367
SGD
2.4
0
No
UBS (Lux) EF China Oppo(USD) P USD acc
UBS (Lux) EF China Oppo(USD) P USD acc
15 Nov 1996
LU0067412154
USD
2.4
0
No
UBS (Lux) EF China Oppo(USD) P USD MD
UBS (Lux) EF China Oppo(USD) P USD MD
19 Jan 2015
LU1152091168
USD
2.4
0
No
UBS (Lux) EF China Oppo(USD) Q EUR acc
UBS (Lux) EF China Oppo(USD) Q EUR acc
16 Jan 2019
LU1923635863
EUR
1.3
0
Yes
UBS (Lux) EF China Oppo(USD) Q EUR H acc
UBS (Lux) EF China Oppo(USD) Q EUR H acc
02 Jul 2020
LU2191389209
EUR
1.3
0
Yes
UBS (Lux) EF China Oppo(USD) Q HKD acc
UBS (Lux) EF China Oppo(USD) Q HKD acc
05 Nov 2018
LU1240779154
HKD
1.3
0
Yes
UBS (Lux) EF China Oppo(USD) Q RMB H acc
UBS (Lux) EF China Oppo(USD) Q RMB H acc
08 Dec 2017
LU1240779311
CNH
1.3
0
Yes
UBS (Lux) EF China Oppo(USD) Q SGD acc
UBS (Lux) EF China Oppo(USD) Q SGD acc
02 Nov 2018
LU1240779584
SGD
1.3
0
Yes
UBS (Lux) EF China Oppo(USD) Q USD acc
UBS (Lux) EF China Oppo(USD) Q USD acc
28 Feb 2014
LU0403296170
USD
1.3
0
Yes
UBS (Lux) EF China Oppo(USD) U-X-acc
UBS (Lux) EF China Oppo(USD) U-X-acc
24 Sept 2020
LU2227887226
USD
0
Yes

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