U Asset Allocation - Dynamic GBP MC GBP

The fund aims to generate a high level of capital gain across the investment horizon by investing directly or indirectly through funds. It is actively managed and well diversified, with no reference to a benchmark.

The fund may invest up to 100% of its net assets in fixed income instruments, 50% in money market instruments, 100% in equities, and 35% in alternative investments. It can also invest in structured products and use financial derivatives for effective portfolio management and hedging purposes.

Some of the risks associated with this fund include counterparty risk, credit risk, and liquidity risk. Counterparty risk arises from the use of over-the-counter derivatives, credit risk from investing in bonds, and liquidity risk from difficulty in buying or selling certain investments. These risks are not fully captured in the risk and reward profile indicator.

https://www.ubp.com/en/asset-management/funds/lu2262128841