UBS (CH) Institutional Fund - Global Allocation (USD) I-B header image

UBS (CH) Institutional Fund - Global Allocation (USD) I-B

Fund

ISIN CH0020552219 / Valor 2055221

NAV (2024-12-02)
USD 2,000.25+0.20%

UBS (CH) Institutional Fund - Global Allocation (USD) I-B
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General Objective

The fund aims to invest in a broadly based portfolio containing equities and bonds, with weightings of individual categories varying widely. It is suitable for capital-gain-oriented investors seeking a globally diversified, balanced portfolio with the US dollar as the reference currency.

Fund Exposure

The fund exposure includes US equities, international equities (ex US), US bonds, high yield bonds, emerging market equities, international bonds (ex US), liquidity, and emerging market debt. The portfolio is continually adapted in line with the latest market developments using active, flexible asset allocation.

Risks

All investments are subject to market fluctuations, and the fund has specific risks that can significantly increase under unusual market conditions.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/ch0020552219-ubs-ch-institutional-fund-global-allocation-usd-i-b-pd001.html

Tags:
msci world global allocation balanced portfolio

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OTHER SHARE CLASSES OF THIS FUND

UBS (CH) Institutional Fund - Global Allocation (USD) I-A1
UBS (CH) Institutional Fund - Global Allocation (USD) I-A1 UBS (CH) Institutional Fund - Global Allocation (USD) I-A1 Valor: 2055219
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Annual Return

-50%0%+50%

Risk level

110
0.20%USD 1,868.19