UBS (Lux) Equity Fund - Small Cap USA (USD) P-acc

The fund is an actively managed equity portfolio investing in US small-cap stocks, predominantly within the market capitalization range of the Russell 2000 Growth Index. The portfolio management team focuses on companies' flexibility and ability to innovate, aiming for diversification across various sectors.

The UBS Small Caps USA Equity Fund USD Q-acc is exposed to sectors such as Information Technology, Health care, Industrials, Consumer Discretionary, Financials, and more. The fund also holds positions in companies like Ryman Hospitality Properties Inc, RadNet Inc, and Shake Shack Inc.

As an equity fund, UBS Small Caps USA Equity Fund USD Q-acc may be subject to high fluctuations in value. The active management style of the fund can lead to substantial deviations from its reference index. Focusing intentionally on small-cap equities may entail additional risks, and all investments are subject to market fluctuations. Additionally, the use of derivatives by the fund may result in additional risks, particularly counterparty risk.

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu0404627241-ubs-small-caps-usa-q-acc-pd001.html