UBS (CH) Institutional Fund - Global Bonds 4 I-A1 header image

UBS (CH) Institutional Fund - Global Bonds 4 I-A1

Fund

ISIN CH0016640911 / Valor 1664091

NAV (2025-01-16)
CHF 854.00+0.22%

UBS (CH) Institutional Fund - Global Bonds 4 I-A1
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General Objective

The fund aims to outperform the benchmark by actively managing a portfolio of government and corporate bonds, as well as mortgage-backed securities worldwide. The currency exposure is largely hedged, and the fund is authorized for qualified investors such as pension funds, insurance companies, family offices, and institutional investors.

Fund Exposure

The fund is primarily exposed to asset classes such as treasuries, government-related securities, corporates (industrial, financial, and utility), as well as cash, sovereign/supranational bonds, and collateralized securities. The country exposure includes the USA, Canada, Australia, Euro-zone, Japan, the United Kingdom, and others.

Risks

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

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/ch0016640937-ubs-ch-institutional-fund-global-bonds-4-i-x-ch0016640937

Tags:
government bonds global bonds bloomberg global aggregate bond index

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OTHER SHARE CLASSES OF THIS FUND

UBS (CH) Institutional Fund - Global Bonds 4 I-X
UBS (CH) Institutional Fund - Global Bonds 4 I-X UBS (CH) Institutional Fund - Global Bonds 4 I-X Valor: 1664093
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Annual Return

-50%0%+50%

Risk level

110
0.23%CHF 885.31
UBS (CH) Institutional Fund - Global Bonds 4 I-B
UBS (CH) Institutional Fund - Global Bonds 4 I-B UBS (CH) Institutional Fund - Global Bonds 4 I-B Valor: 1664092
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.23%CHF 881.62