U Asset Allocation - Enhancement CHF MC Acc

The Fund seeks to generate moderate capital appreciation across the investment horizon by investing directly or indirectly through funds. It is an actively managed, well diversified portfolio that is not managed in reference to a benchmark.

The Fund may invest up to 100% of its net assets in fixed income instruments, up to 50% in money market instruments, up to 45% in equities, up to 25% in alternative investments, and up to 20% in convertible bonds. It can also invest in other currencies than the Swiss Franc, with the currency risk associated potentially affecting the Fund's performance.

The Fund is exposed to counterparty risk, credit risk, and liquidity risk. Counterparty risk arises from the use of over-the-counter derivatives, credit risk from investments in bonds, and liquidity risk from difficulties in purchasing or selling particular investments. These risks are not fully captured by the risk indicator and are disclosed in the prospectus.

https://www.ubp.com/en/asset-management/funds/lu2262122059