U Asset Allocation - Enhancement CHF UC CHF

U Asset Allocation Enhancement CHF aims to achieve moderate capital growth by actively managing a diverse portfolio without limiting investments to specific countries. The fund allocates up to 100% of its assets to fixed income instruments, including up to 10% in Contingent Convertible bonds and another 10% in asset-backed, mortgage-backed, and catastrophe bonds. Half of the portfolio is invested in money market instruments, while 45% is dedicated to equities and equity-like instruments. Additionally, 25% is allocated to alternative investments and 20% to convertible bonds. This diversified approach allows the fund to balance growth potential with risk management across various asset classes.