UBS Family Business B FI

UBS Family Business FI is an international equity fund that invests between 50% and 100% of its portfolio in global stocks, specifically targeting companies where the founding family, founder, or president holds at least a 20% ownership or voting stake. At least 90% of the equity investments meet this family-owned criteria, selected through fundamental analysis without restrictions on company size or industry. The remaining portion of the portfolio is allocated to high and medium credit quality fixed income securities, including both public and private bonds and liquid money market instruments. This strategy ensures a focus on family-controlled businesses while maintaining a balanced investment in reliable fixed income assets.