UBS (Lux) Bond SICAV - Short Term EUR Corporates Sustainable (EUR) (USD hedged) I-B-acc
ISIN LU2249632626 / Valor 57793777
UBS (Lux) Bond SICAV - Short Term EUR Corporates Sustainable (EUR) (USD hedged) I-B-acc
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General Objective
The fund aims to achieve an attractive return by investing in short-dated fixed income securities issued by companies with investment-grade ratings, focusing on corporate bonds to exploit higher performance potential compared to government bonds.
Fund Exposure
The fund is exposed to a diversified portfolio of corporate bonds, with sector breakdown including financial, industrial, and utility companies. The fund also has exposure to treasuries, government-related securities, and sovereign/supranational bonds.
Risks
While the portfolio consists of investment-grade securities, corporate bonds carry a higher default risk compared to government bonds. Changes in interest rates can impact the value of the portfolio, requiring investors to have appropriate risk tolerance and capacity. Additionally, the fund may use derivatives, introducing additional risks such as counterparty risk.
Source
https://www.ubs.com/se/en/assetmanagement/funds/asset-class/lu0396350547-ubs-short-term-eur-corp-sust-i-x-acc-pd001.html
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