TM UBS (UK) Balanced F GBP Income header image

TM UBS (UK) Balanced F GBP Income

Fund

ISIN GB00BCV7SV04 / Valor null

NAV (2025-02-14)
GBP 0.68+0.09%

TM UBS (UK) Balanced F GBP Income
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund aims to generate income and capital growth over the longer term (5 year rolling period) through a portfolio of investments.

Fund Exposure

The fund's exposure will mainly be to equities and bonds, with at least 60% allocated to these asset classes. The equity and bond allocations will each have exposure to the UK, with equity exposure typically between 34-64% and bond exposure typically between 31-61%. The fund will primarily invest in UK equities and UK or global bonds issued in sterling or hedged back to sterling.

Risks

The fund may be subject to market risk, credit risk, interest rate risk, and currency risk. Additionally, as the fund is actively managed, there is a risk that the Investment Manager's decisions may not always be successful in achieving the fund's objectives.

Content summarized by AI chatbot
Source

https://www.ubs.com/uk/en/assetmanagement/funds/asset-class/gb00b4w58959-ubs-uk-equity-income-fund-class-c-accumulation-shares-net--pd001.html

Tags:
uk equities ftse all-share index uk bonds

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

TM UBS (UK) Balanced F GBP Accumulation
TM UBS (UK) Balanced F GBP Accumulation TM UBS (UK) Balanced F GBP Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.08%GBP 0.84
TM UBS (UK) Balanced C GBP Income
TM UBS (UK) Balanced C GBP Income TM UBS (UK) Balanced C GBP Income
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.09%GBP 0.92
TM UBS (UK) Balanced C GBP Accumulation
TM UBS (UK) Balanced C GBP Accumulation TM UBS (UK) Balanced C GBP Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.08%GBP 1.19