UBS (Lux) Bond SICAV - Short Term USD Corporates Sustainable (USD) Q-acc
ISIN LU0396352592 / Valor 4731881
UBS (Lux) Bond SICAV - Short Term USD Corporates Sustainable (USD) Q-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 with investment-grade ratings, exploiting the performance potential of corporate bonds compared to government bonds.
Fund Exposure
The fund is exposed to corporate bonds across various sectors, with a majority of issuers in the financial, industrial, and utility sectors. The portfolio is diversified and includes collateralized cash, government-related securities, and sovereign/supranational treasuries. The fund also focuses on meticulous issuer selection based on in-depth credit research.
Risks
While the credit quality of the portfolio is investment grade, 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 the corresponding risk tolerance and capacity. Additionally, the fund may use derivatives, which can introduce additional risks such as counterparty risk.
Source
https://www.ubs.com/be/en/assetmanagement/funds/asset-class/lu0396352592-ubs-short-term-usd-corp-sust-q-acc-pd001.html
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