UBS (Lux) Equity SICAV - European Income Opportunity Sustainable (EUR) - (CHF hedged) P-acc
ISIN LU2464499883 / Valor 11795357
UBS (Lux) Equity SICAV - European Income Opportunity Sustainable (EUR) - (CHF hedged) P-acc
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General Objective
The fund is an actively managed fund that focuses on a concentrated equity portfolio of high-quality European companies with a suitable sustainability profile. It aims to generate strong income through dividend payments and premiums from the sale of call options, while seeking the best opportunities in the market based on fundamental quantitative and qualitative research as well as ESG considerations.
Fund Exposure
The fund is primarily exposed to European equity markets, with sector breakdowns including significant allocations to Germany, France, and the United States. The fund also has exposure to various sectors such as Health Care, Financials, and Consumer Staples. Additionally, the fund has a dynamic derivatives overlay for equity income generation and incorporates a suitable ESG profile in its active and benchmark agnostic portfolio.
Risks
Investing in this fund involves high volatility due to its equity focus, requiring an elevated risk tolerance and capacity. The fund may use derivatives, which can either reduce or increase investment risk. Additionally, the fund's very active management approach may result in performance deviations from the market rate of return. Specific risks associated with the fund can be found in the prospectus, and it may not be suitable for investors planning to withdraw their money before the recommended holding period.
Source
https://www.ubs.com/uk/en/assetmanagement/funds/asset-class/lu2464499610-ubs-lux-equity-sicav-european-income-opportunity-sustainable-eur-p-acc-pd001.html
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