UBS (Lux) Equity Fund - China Opportunity (USD) K-1 USD acc
Fund
ISIN LU0403295446 / Valor 4733782
NAV (2024-12-24)
USD 6,096,959.95+1.07%
UBS (Lux) Equity Fund - China Opportunity (USD) K-1 USD acc
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General Objective
The fund aims to achieve interesting return opportunities while keeping the level of risk under control by investing mainly in shares of Chinese companies, with a focus on large companies supplemented by small and medium-sized companies.
Fund Exposure
The fund is actively managed and invests in carefully selected equities of various companies from various countries and sectors. The portfolio is strategically supplemented by securities from small and medium-sized companies to exploit return opportunities. The benchmark used is MSCI China 10/40 (net div. reinv.) USD, but the portfolio manager is not tied to the benchmark in selecting and weighting equities.
Risks
Investors should be aware that the fund may invest in China A-Shares via the Hong Kong – Shanghai or Shenzhen Stock Connect programme, and may also enter into securities lending transactions. Additionally, as with any investment in equities, there is a risk of market fluctuations and potential loss of capital.