UBS Global Enhanced Equity Income Fund C Inc header image

UBS Global Enhanced Equity Income Fund C Inc

Fund

ISIN GB00BL0RSP87 / Valor 24217345

NAV (2024-12-19)
GBP 0.32-0.41%

UBS Global Enhanced Equity Income Fund C Inc
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General Objective

The UBS Global Enhanced Equity Income Sustainable Fund aims to generate at least 110% of the income of the MSCI ACWI Index before charges in any 12 month period through investment in the UBS (Lux) Equity SICAV – Global Income Sustainable.

Fund Exposure

The Fund invests at least 85% of its assets in the UBS (Lux) Equity SICAV – Global Income Sustainable, which selects equities based on dividend income and quality characteristics. The Master Fund has defensive characteristics through exposure to equities and a derivative overlay strategy, which may lead to outperformance in periods of increased volatility but may not fully participate in a rising equity market.

Risks

Investors should be aware that this Fund may not be appropriate for those planning to withdraw their money within 5 years of investment. Additionally, the Master Fund does not fully hedge all overseas currency exposure and implements an active currency strategy for additional returns.

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Source

https://www.ubs.com/uk/en/assetmanagement/funds/asset-class/gb00bl0rsp87-ubs-global-enhanced-equity-income-fund-class-c-income-shares-pd001.html

Tags:
Sustainable msci acwi equity income

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OTHER SHARE CLASSES OF THIS FUND

UBS Global Enhanced Equity Income Fund C Acc
UBS Global Enhanced Equity Income Fund C Acc UBS Global Enhanced Equity Income Fund C Acc Valor: 24217343
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Annual Return

-50%0%+50%

Risk level

110
-0.42%GBP 0.79