UBS (CH) Suisse - 45 (CHF) P-dist
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General Objective
The fund aims to generate real growth in assets over the long term based on UBS's investment policy. It invests in a diversified selection of bonds denominated in CHF, equities, and real estate with a focus on Switzerland, as well as in bonds and equities in foreign currencies.
Fund Exposure
The fund strikes a fairly even balance between stocks and bonds, with the equity component typically standing at 45%. It offers exposure to Swiss equities, bonds denominated in CHF, Swiss real estate, as well as bonds and equities in foreign currencies. Foreign currencies are largely hedged versus the reference currency, with an active currency strategy applied when opportunities arise.
Risks
Investing in equities, bonds of varying credit quality, money market securities, and real estate, the fund may be subject to high fluctuations in value. Additionally, the fund may use derivatives, which can reduce investment risk or introduce additional risks, including counterparty risk. Furthermore, the fund may invest in less liquid assets that could be challenging to sell in distressed markets, potentially leading to a unit value falling below the purchase price. Investors should have an elevated risk tolerance and capacity when considering this fund.