UBS (Lux) Fund Solutions-SBI Foreign AAA-BBB 5-10

F5ESG SIX Swiss Exchange Bonds & Rates Monde
13.83 Fr.
0.23 %

Bond ETF investing in foreign investment-grade debt securities with a maturity of 5 to 10 years, incorporating ESG criteria.

Price history of UBS (Lux) Fund Solutions-SBI Foreign AAA-BBB 5-10
Price history of UBS (Lux) Fund Solutions-SBI Foreign AAA-BBB 5-10

Performance & Momentum

6 Months 0.07 %
1 Year 0.30 %
3 Years 11.65 %
5 Years 1.77 %

Strategic Analysis

UBS (Lux) Fund Solutions-SBI Foreign AAA-BBB 5-10 • 2026

Bond ETF specialized in foreign investment-grade issues with intermediate maturities, incorporating ESG criteria and targeting investors seeking a compromise between credit quality and moderate interest-rate sensitivity. Its positioning is defensive, but it remains exposed to rate movements and the carry cost associated with bond market conditions.

Strengths
  • Exposure to high-quality credit profiles, which limits relative default risk
  • Geographic diversification across foreign securities, useful for spreading concentration risk
  • Integrated ESG screen, relevant for a sustainable and disciplined allocation
Weaknesses
  • Meaningful sensitivity to interest-rate fluctuations within the 5- to 10-year maturity segment
  • Yield and performance depend on the bond market environment, with limited visibility during periods of rising rates
  • The ESG approach may narrow the investment universe and reduce certain opportunities
Momentum

Momentum appears neutral to slightly constructive: recent dynamics seem hesitant in the short term, but the multi-year track record shows decent resilience for a high-quality bond product. Strategically, this makes it more of a stabilization and diversification tool than a performance driver, with greater appeal if rate expectations become more favorable.

Similar stocks to UBS (Lux) Fund Solutions-SBI Foreign AAA-BBB 5-10

Was this page helpful?

Your feedback helps us improve our research.

Take control
of your investments

Track your portfolios, analyze your performance and receive personalized insights to invest with strategy.

  • Real-time multi-portfolio tracking
  • AI analysis of your positions
  • Counter your cognitive biases
Anantys Invest on iPhone