UBS (Lux) Bond Fund - Euro High Yield (EUR) (USD hedged) Q-6%-mdist header image

UBS (Lux) Bond Fund - Euro High Yield (EUR) (USD hedged) Q-6%-mdist

Fund

ISIN LU1317082110 / Valor 30220533

NAV (2024-10-18)
USD 98.57+0.08%

UBS (Lux) Bond Fund - Euro High Yield (EUR) (USD hedged) Q-6%-mdist
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General Objective

The fund aims to invest primarily in high-yield corporate bonds selected using strict criteria, with a focus on spreading investments across various credit ratings to achieve attractive returns for investors.

Fund Exposure

The fund is characterized by exposure to high-yield corporate bonds denominated in EUR or hedged into EUR, with investments spread across different credit ratings. The fund also focuses on sectors such as industrials, financials, utilities, and cash equivalents to diversify risk and enhance returns.

Risks

Investors should be aware of the higher default risk associated with high-yield bonds compared to investment-grade corporate and government bonds. Additionally, changes in interest rates can impact the value of the portfolio, requiring investors to have the appropriate risk tolerance and capacity. The fund may also use derivatives, introducing additional risks such as counterparty risk.

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Source

https://www.ubs.com/lu/en/assetmanagement/funds/asset-class/lu0086177085-ubs-bond-euro-high-yield-p-acc-pd001.html

Tags:
corporate bonds high yield ice bofaml eur high yield 3% constrained index

Ratings & reviews

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4.00

1 votes
Performance:
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4.00
Innovation:
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3.00
Society:
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3.00
Nature:
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2.00
Aleix Umer
Switzerland, 16 Jul 2023
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Seems OK

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Annual Return

-50%0%+50%

Risk level

110
0.10%JPY 8,388.00
UBS (Lux) Bond Fund - Euro High Yield (EUR) U-X-UKdist-mdist
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0.09%EUR 9,639.93
UBS (Lux) Bond Fund - Euro High Yield (EUR) K-B-mdist
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UBS (Lux) Bond Fund - Euro High Yield (EUR) N-dist
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Annual Return

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Risk level

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0.08%EUR 99.98
UBS (Lux) Bond Fund - Euro High Yield (EUR) I-B-acc
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0.09%EUR 272.46
UBS (Lux) Bond Fund - Euro High Yield (EUR) K-1-acc
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UBS (Lux) Bond Fund - Euro High Yield (EUR) (AUD hedged) P-mdist
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Annual Return

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0.07%AUD 83.37
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Annual Return

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0.08%EUR 73.91
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0.11%CHF 169.47
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0.09%EUR 84.88