UBS (Lux) Equity SICAV - Global Income Sustainable (USD) K-B-mdist
ISIN LU2205084390 / Valor 55897451
UBS (Lux) Equity SICAV - Global Income Sustainable (USD) K-B-mdist
UMushroom community rating:
General Objective
The fund is an actively managed, defensive equity fund that invests in companies globally with a high dividend yield. It aims to generate additional income through call overwriting and focuses on quality factors to exclude low-quality stocks.
Fund Exposure
The fund is exposed to market exposure in sectors such as Financials, Information Technology, Health Care, Consumer Staples, and more. It has a geographical exposure to countries like the United States, United Kingdom, Japan, China, and others. The fund also holds positions in top equity holdings such as Pioneer Natural Resources Co, Novartis AG, Kinder Morgan Inc, and more.
Risks
Investors should be aware of the risks associated with this fund, including market fluctuations, currency risks, and the potential impact of call option premiums and dividend distributions on the fund's performance. Additionally, as the fund focuses on generating income, it may not be suitable for investors looking to build wealth.
Source
https://www.ubs.com/lu/en/assetmanagement/funds/asset-class/lu1479460237-ubs-global-income-sustainable-equity-fund-usd-i-a2-8-mdist-pd001.html
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
