UBS (Lux) Equity SICAV - Global High Dividend Sustainable (USD) (EUR hedged) I-A1-acc
Fund
ISIN LU0815048904 / Valor 19165504
NAV (2024-12-19)
EUR 233.83-0.57%
UBS (Lux) Equity SICAV - Global High Dividend Sustainable (USD) (EUR hedged) I-A1-acc
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General Objective
The fund aims to invest in companies globally that offer a high dividend yield, focusing on quality factors to exclude low-quality stocks and prioritize those with stable or growing dividends.
Fund Exposure
The fund is exposed to a diversified range of sectors and geographies, with significant market exposure in the United States, Japan, Germany, Canada, and France. The fund also deviates from the index with overweights in specific companies such as China Yangtze Power Co Ltd and United Microelectronics Corp.
Risks
Investing in UBS Equity Funds, including this fund, carries the risk of high fluctuations in value due to its equity investments. An investment horizon of at least five years is recommended, as the fund's performance may deviate substantially from its reference index. Additionally, the use of derivatives in the fund may introduce additional risks, such as counterparty risk, especially under unusual market conditions.