UBS (CH) Equity Fund - Global Opportunity (USD) I-A1
Fund
ISIN CH0334714893 / Valor 33471489
NAV (2025-03-20)
USD 204.59-0.25%
UBS (CH) Equity Fund - Global Opportunity (USD) I-A1
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The fund is an actively managed fund that invests in a concentrated equity portfolio of global companies. It aims to seek the best opportunities in the market based on fundamental, quantitative, and qualitative information sources, with no constraints on sector or country allocation.
Fund Exposure
The fund is exposed to global equity markets with a flexible and nimble approach, allowing it to outperform the market via a concentrated portfolio of stocks. It has exposure to various sectors such as Information Technology, Financials, Health Care, Consumer Discretionary, and others, with a focus on small and mid-cap equities.
Risks
As an equity fund, UBS Opportunity Equity Funds may be subject to high fluctuations in value. The fund's performance can deviate substantially from its reference index due to its active management style. Additionally, all investments are subject to market fluctuations, and the fund's use of derivatives may introduce additional risks, particularly counterparty risk.