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U Asset Allocation - Conservative GBP Acc

Fund

ISIN LU0860986446 / Valor 20087928

NAV (2026-08-27)
GBP 1,117.29-0.01%

U Asset Allocation - Conservative GBP Acc
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U Asset Allocation – Conservative GBP focuses on preserving capital by maintaining a diverse portfolio that includes up to half of its assets in money market instruments for stability. It allocates 20% to alternative investments for added diversification, 10% to equities or similar securities for growth potential, and another 10% to convertible and contingent convertible bonds for income and flexibility. Additionally, 10% is invested in fixed income products like asset-backed, mortgage-backed, and catastrophe bonds. This balanced mix ensures the fund spreads investments across different asset classes to manage risk effectively.

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Tags:
diversified portfolio fixed income

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OTHER SHARE CLASSES OF THIS FUND

U Asset Allocation - Conservative GBP UDq Inc
U Asset Allocation - Conservative GBP UDq Inc U Asset Allocation - Conservative GBP UDq Inc
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Annual Return

-50%0%+50%

Risk level

110
-0.01%GBP 83.05
U Asset Allocation - Conservative GBP MDq Inc
U Asset Allocation - Conservative GBP MDq Inc U Asset Allocation - Conservative GBP MDq Inc Valor: 58538975
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Annual Return

-50%0%+50%

Risk level

110
-0.01%GBP 104.12