UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) Q-acc
Fund
ISIN LU2525873571 / Valor 12117255
NAV (2025-02-11)
USD 112.33-0.11%
UBS (Lux) Bond SICAV - Global SDG Corporates Sustainable (USD) Q-acc
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General Objective
The fund is an actively managed fund that invests in corporate bonds issued by companies that produce a significant share of their revenues from products and services aligned with the UN SDGs and green bonds whose use of proceeds align with the UN SDGs. The fund aims to generate returns that are superior to a broader corporate bond portfolio.
Fund Exposure
The fund has a carefully selected portfolio of corporate bonds with strong fundamentals and attractive relative value. It follows a global strategy with opportunistic exposure to emerging markets and high yield issuers. The sector breakdown includes consumer non-cyclical, banking/financial, treasuries, electric, supranationals, real estate, technology, local authorities, and others.
Risks
The fund invests in bonds and may be subject to volatility, requiring corresponding risk tolerance and capacity. Changes in interest rates and currency fluctuations can affect the value of the portfolio. The fund may use derivatives, invest in less liquid assets, and face credit risk due to issuer failure. Specific risks are detailed in the prospectus, and the fund may not be suitable for investors planning to withdraw before the recommended holding period.