UBS (Lux) Bond SICAV - Short Term EUR Corporates Sustainable (EUR) (USD hedged) I-X-acc
ISIN LU1331651262 / Valor 30617248
UBS (Lux) Bond SICAV - Short Term EUR Corporates Sustainable (EUR) (USD hedged) I-X-acc
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General Objective
The fund aims to achieve an attractive return by investing in short-dated fixed income securities largely issued by companies and denominated in the fund's reference currency. The majority of issuers have investment-grade ratings (AAA to BBB-) with a focus on exploiting the performance potential of corporate bonds over government bonds.
Fund Exposure
The fund is broadly diversified across various sectors and ratings, with a focus on corporate bonds. The portfolio includes exposure to financial, industrial, and utility sectors, as well as government-related treasuries and collateralized securities. The fund benefits from meticulous issuer selection based on in-depth credit research by a team of professional corporate bond analysts.
Risks
While the credit quality of the portfolio is investment grade, corporate bonds carry a higher default risk compared to government paper. Changes in interest rates can impact the value of the portfolio, requiring investors to have the corresponding risk tolerance and capacity. Additionally, the fund may use derivatives, introducing additional risks such as counterparty risk, and all investments are subject to market fluctuations.
Source
https://www.ubs.com/lu/en/assetmanagement/funds/asset-class/lu0396350380-ubs-short-term-eur-corp-sust-i-b-acc-pd001.html
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