Focused SICAV - High Grade Bond USD U-X-acc
ISIN LU2397253506 / Valor 11414683
Focused SICAV - High Grade Bond USD U-X-acc
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General Objective
The fund aims to achieve the highest possible return by investing primarily in high-quality USD bonds with short and medium-term maturities. It is suitable for investors looking for a diversified portfolio of USD bonds issued by prime borrowers while limiting interest-rate risk.
Fund Exposure
The fund is exposed to high-quality USD bonds (AAA/AA) with a sector breakdown of 73.5% in AAA, 25.1% in AA, and 0.6% in A credit quality. It also has a structure of maturities with 3.6% until 1 year, 49.4% 1-3 years, and 47.0% 3-5 years.
Risks
Investing in bonds exposes the fund to volatility, requiring investors with corresponding risk tolerance. Changes in interest rates can affect the value of the portfolio, and the fund may invest in less liquid assets that could be difficult to sell in distressed markets. Additionally, while investment grade bonds are considered to have low to medium credit risk, there is still potential for loss due to issuer failure.
Source
https://www.ubs.com/lu/en/assetmanagement/funds/asset-class/lu0224580786-focused-sicav-high-grade-bond-usd-f-acc-pd001.html
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