TM UBS (UK) - UK Equity C GBP Income
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General Objective
The fund aims to provide capital growth net of fees from a portfolio of investments over the longer term, specifically targeting a 5-year rolling period.
Fund Exposure
The fund primarily invests (85-100%) in UK equities, focusing on companies incorporated, domiciled, or with a significant proportion of their business in the UK. Additionally, the fund may allocate a portion (0-15%) to global equities to maximize potential returns. The fund may also invest indirectly (up to 15%) via collective investment vehicles managed by the ACD or its associate.
Risks
Investing in equities, especially in a concentrated market like the UK, carries inherent risks such as market volatility, economic downturns, and company-specific risks. Additionally, investing in global equities exposes the fund to currency risk and geopolitical uncertainties. The active management approach of the fund also introduces the risk of underperformance compared to the benchmark index. Investors should carefully consider these risks before investing in the fund.