Performance funds/ETFs
UBS | UBS Sustainable Health Transformation Acc - USD
Actively managed equity portfolio investing worldwide in companies from the health transformation sector. Efficient means of exploiting the potential of companies operating in the health Transformation area. Specialised sector analysts seek out the attractive stocks in the Health Transformation area. Investment decisions are based on a disciplined investment philosophy and fundamental research.
Growth in fund currency
Available documents (NL)
Available documents (EN)
Available documents for this product 
Quote
Quote
$305,67
Quote date
31-03-2026
Performance in EUR
Date
30-03-2026
This year
-4,04%
1 week
0,79%
1 month
-8,46%
3 months
-4,21%
6 months
9,28%
1 year
3,65%
3 years (annualised)
7,14%
5 years (annualised)
6,55%
Since start (annualised)
6,01%
Indicators
Standard deviation (3yr)
15,00%
Share ratio (3yr)
0,36
Beta (3yr)
1,08
Alpha (3yr)
3,67
Tracking error (3yr)
5,31
Top 10 holdings
Fees
Entry fee
0,60%
Exit charges
0,60%
Estimated ongoing charges
1,00%
Dividend
Dividend paying
No
Characteristic
Asset Manager
UBS
Asset class
Equities
Investment category
Equities - Healthcare
Active/Passive
Active
Fund code
54522
Fund code fractional orders
54522
Fund manager name
Scott Wilkin|Matthew Konosky
ISIN
LU0358044559
Sustainable Classification
Art. 8, ESG integration
Sustainability Rating
Domicile
Luxembourg
Currency
USD
Fund size (mio)
$215,65 (30-03-2026)
Cut-off time
11:00:00
Execution date
Yes, T+1
Inception date
25-10-2013
Benchmark
MSCI World/Health Care NR USD
Minimum investment amount
€20
Assortiment
Self Directed Investing Plus, Investment advice