UBS (Lux) Equity Fund - Mid Caps USA (USD) U-X-acc

The fund is an actively managed equity portfolio investing in US mid caps, with investments predominantly made in companies with a market capitalization of less than USD 10 billion. The portfolio management team focuses on companies' flexibility and ability to innovate, aiming for diversification across various sectors.

The UBS Mid Caps USA Equity Fund USD Q-acc is exposed to sectors such as Information Technology, Industrials, Consumer Discretionary, Financials, Health care, Communication Services, Consumer Staples, Materials, Energy, Real estate, and Utilities. The fund also deviates from the index by focusing intentionally on small cap equities, which may entail additional risks.

As an actively managed fund investing in equities, the UBS Mid Caps USA Equity Fund USD Q-acc may be subject to high fluctuations in value. The fund's performance can deviate substantially from its reference index, and focusing on small cap equities may involve additional risks. Additionally, all investments are subject to market fluctuations, and the use of derivatives by the fund may result in additional risks, particularly counterparty risk.

https://www.ubs.com/at/en/assetmanagement/funds/asset-class/lu0358044807-ubs-mid-caps-usa-q-acc-pd001.html