Ubs International Sustainable Fund Quote
| BNIEX Fund | USD 10.76 0.02 0.19% |
PerformanceOK
| Odds Of DistressLow
|
Ubs International is trading at 10.76 as of the 25th of March 2025; that is 0.19% down since the beginning of the trading day. The fund's open price was 10.78. Ubs International 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. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities. Under normal market conditions, the fund invests primarily in issuers organized or having their principal place of business outside the United States or doing a substantial amount of business outside the United States. More on Ubs International Sustainable
Moving together with Ubs Mutual Fund
| 0.92 | PWITX | Pace International Equity | PairCorr |
| 0.82 | PFXAX | Pace Mortgage Backed | PairCorr |
| 0.89 | EMPTX | Ubs Emerging Markets | PairCorr |
Moving against Ubs Mutual Fund
Ubs Mutual Fund Highlights
| Fund Concentration | UBS Asset Management Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, UBS Asset Management (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of October 2019 |
| Fiscal Year End | June |
Ubs International Sustainable [BNIEX] is traded in USA and was established 25th of March 2025. Ubs International is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of UBS Asset Management family. This fund currently has accumulated 195.84 M in assets under management (AUM) with no minimum investment requirementsUbs International is currently producing year-to-date (YTD) return of 7.8% with the current yeild of 0.01%, while the total return for the last 3 years was 6.91%.
Check Ubs International 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 International Sustainable 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 International Sustainable Mutual Fund Constituents
| MGR | Affiliated Managers Group | Stock | Financials | |
| DSM | Bny Mellon Strategic | Fund | Asset Management | |
| LYB | LyondellBasell Industries NV | Stock | Materials | |
| ZFSVF | Zurich Insurance Group | OTC Stock | Insurance—Diversified | |
| SMFNF | Sumitomo Mitsui Financial | Pink Sheet | Banks—Diversified | |
| PIAIF | Ping An Insurance | Pink Sheet | Insurance—Life | |
| PBCRF | PT Bank Central | Pink Sheet | Banks—Regional | |
| ETO | Eaton Vance Tax | Fund | Asset Management |
Ubs International Risk Profiles
| Mean Deviation | 0.7172 | |||
| Semi Deviation | 0.9786 | |||
| Standard Deviation | 0.9811 | |||
| Variance | 0.9626 |
Ubs International Against Markets
Other Information on Investing in Ubs Mutual Fund
Ubs International 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 International security.
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