UBS (Lux) Bond Fund - Convert Europe (EUR) I-X EUR Inc
ISIN LU0415179992 / Valor 4734584
UBS (Lux) Bond Fund - Convert Europe (EUR) I-X EUR Inc
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General Objective
The fund aims to fully exploit the risk-return features of European convertible bond markets by investing primarily in EUR-denominated convertible bonds issued by companies with registered offices in Europe, combining the upside potential of equities with the defensive features of bonds.
Fund Exposure
The fund is exposed to European convertible bonds, with a focus on companies in Europe. It may also acquire a limited number of convertible bonds issued by other European companies. The fund's portfolio includes a mix of credit quality ratings, market exposures, and maturities to achieve its investment objective.
Risks
Investing in the fund involves risks such as fluctuations in equity prices, interest rates, credit quality, and other factors that can lead to high fluctuations in value. The fund may use derivatives, which can reduce investment risk or introduce additional risks, including counterparty risk. Additionally, the fund may invest in less liquid assets that could be challenging to sell in distressed markets, potentially leading to a decrease in the unit's value below the purchase price. Investors should have an elevated risk tolerance and capacity when considering investing in this fund.
Source
https://www.ubs.com/no/en/assetmanagement/funds/asset-class/lu0415179133-ubs-convert-europe-bond-fund-eur-i-a1-acc-pd001.html
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