UBS (Lux) Equity SICAV - US Income Sustainable (USD) P-dist
ISIN LU1149724798 / Valor 26243938
UBS (Lux) Equity SICAV - US Income Sustainable (USD) P-dist
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General Objective
The fund is an actively managed, defensive equity fund that invests in companies from the US expected to offer a high yield from share buybacks and dividends. The focus is on quality factors to exclude low-quality stocks, with an aim to generate additional income through call overwriting.
Fund Exposure
The fund is primarily exposed to US equities, with a focus on Information Technology, Health Care, Financials, Consumer Staples, and Industrials sectors. The fund seeks optimal diversification with low single stock weights and broad sector allocations.
Risks
As an equity fund, UBS Equity Funds may be subject to high fluctuations in value, requiring an investment horizon of at least five years and corresponding risk tolerance and capacity. Active management style may lead to performance variations compared to the benchmark.
Source
https://www.ubs.com/lu/en/assetmanagement/funds/asset-class/lu1480122297-ubs-us-income-sustainable-usd-u-x-ukdist-mdist-pd001.html
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