UBS Offshore House View Core - Eq Pref (S:0P0001U6FD)
14.99
-1.32
(-8.12%)
USD |
Mar 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of May 29, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
|
Brandes US Value I USD Acc
|
14.30% | -- | -- |
|
JPM US Growth C (acc) USD
|
13.50% | -- | -- |
|
JPM Europe Equity C (acc) USD
|
11.05% | -- | -- |
|
Amundi Russell 1000 Growth ETF Acc
|
8.50% | -- | -- |
|
iShares Edge MSCI USA Val Fac ETF $ Acc
|
7.70% | -- | -- |
|
Stt Strt SPDR S&P 400 US Mid CapETF
|
7.41% | -- | -- |
|
JPM Emerging Markets Equity C (acc) USD
|
6.30% | -- | -- |
|
Xtrackers Russell 2000 ETF 1C
|
6.00% | -- | -- |
|
Robeco BP US Select Opports Eqs I $
|
5.59% | -- | -- |
|
iShares Core MSCI Japan IMI ETF USD Acc
|
5.40% | -- | -- |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |