UBS (CH) Strategy Fund - Yield Sustainable (CHF) Q
Fund
ISIN CH0203279754 / Valor 20327975
NAV (2024-10-22)
CHF 97.01-0.32%
UBS (CH) Strategy Fund - Yield Sustainable (CHF) Q
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General Objective
The fund aims to invest globally in a diversified range of bonds, mainly high-quality bonds, money market instruments, and equities, based on UBS's investment policy, the UBS House View. It is classified as a Sustainability Focus Fund, promoting ecological and/or social characteristics.
Fund Exposure
The fund is exposed to a mix of asset classes, with a focus on bonds, including high-quality bonds, money market instruments, and equities. Foreign currencies are largely hedged versus the reference currency, with an active currency strategy applied when opportunities arise. The fund maintains a specific range of weighting for different asset classes to align with its risk profile.
Risks
Investing in bonds of varying credit quality, money market securities, and equities globally, the fund may be subject to fluctuations in value. The use of derivatives can reduce investment risk but also introduce additional risks, including counterparty risk. Investors should have an elevated risk tolerance and capacity as the value of a unit may fall below the purchase price. Specific risks associated with the fund can be found in the prospectus.