UBAM - Diversified Income Opportunities IDq USD
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UBAM Diversified Income Opportunities aims to grow capital and generate income by actively investing in a diverse range of bonds and related securities. The fund allocates up to 100% of its assets to high yield and investment-grade bonds, with the possibility to leverage these positions using derivatives. It includes up to 50% investment in bonds from emerging and frontier markets, including China through Bond Connect. Additionally, the portfolio comprises convertible bonds (25%), contingent convertible bonds (CoCos) at 20%, asset-backed securities (ABS) also at 20%, equities and equity derivatives making up 10%, and distressed securities accounting for 5%. At least half of the bond investments meet sustainable criteria, focusing on issuers with strong environmental, social, and governance (ESG) ratings and a preference for green, social, and sustainability bonds.
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OTHER SHARE CLASSES OF THIS FUND
UBAM - Diversified Income Opportunities UC USD
UBAM - Diversified Income Opportunities UC USD
UBAM - Diversified Income Opportunities UC USD
Valor: 11678775
Annual Return
-50%0%+50%
Risk level
110
0.20%USD 122.39
UBAM - Diversified Income Opportunities UD USD
UBAM - Diversified Income Opportunities UD USD
UBAM - Diversified Income Opportunities UD USD
Valor: 11678775
Annual Return
-50%0%+50%
Risk level
110
0.20%USD 108.42
UBAM - Diversified Income Opportunities ADq USD
UBAM - Diversified Income Opportunities ADq USD
UBAM - Diversified Income Opportunities ADq USD
Annual Return
-50%0%+50%
Risk level
110
0.20%USD 97.15
UBAM - Diversified Income Opportunities UHC CHF
UBAM - Diversified Income Opportunities UHC CHF
UBAM - Diversified Income Opportunities UHC CHF
Valor: 11678775
Annual Return
-50%0%+50%
Risk level
110
0.19%CHF 102.62
UBAM - Diversified Income Opportunities UDm USD
UBAM - Diversified Income Opportunities UDm USD
UBAM - Diversified Income Opportunities UDm USD
Valor: 11678775
Annual Return
-50%0%+50%
Risk level
110
0.19%USD 101.22
UBAM - Diversified Income Opportunities UHC GBP
UBAM - Diversified Income Opportunities UHC GBP
UBAM - Diversified Income Opportunities UHC GBP
Valor: 11671345
Annual Return
-50%0%+50%
Risk level
110
0.20%GBP 119.67
UBAM - Diversified Income Opportunities UHC EUR
UBAM - Diversified Income Opportunities UHC EUR
UBAM - Diversified Income Opportunities UHC EUR
Valor: 11671342
Annual Return
-50%0%+50%
Risk level
110
0.19%EUR 111.49
UBAM - Diversified Income Opportunities UHD GBP
UBAM - Diversified Income Opportunities UHD GBP
UBAM - Diversified Income Opportunities UHD GBP
Valor: 11671345
Annual Return
-50%0%+50%
Risk level
110
0.20%GBP 107.08
UBAM - Diversified Income Opportunities UHD EUR
UBAM - Diversified Income Opportunities UHD EUR
UBAM - Diversified Income Opportunities UHD EUR
Valor: 11671342
Annual Return
-50%0%+50%
Risk level
110
0.19%EUR 105.84
UBAM - Diversified Income Opportunities IC USD
UBAM - Diversified Income Opportunities IC USD
UBAM - Diversified Income Opportunities IC USD
Valor: 11675732