UBS (Lux) Key Selection SICAV - European Financial Debt Sustainable (EUR) P Accumulation
ISIN LU2526003962 / Valor 12117566
UBS (Lux) Key Selection SICAV - European Financial Debt Sustainable (EUR) P Accumulation
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General Objective
The fund aims to invest primarily in European corporate bonds issued by financial institutions, focusing on diversification across credit ratings and capital structures, with a sustainability focus but without a sustainable investment objective.
Fund Exposure
The fund is exposed to European financial debt, with a significant allocation to banks and insurance companies. It invests in bonds denominated in EUR or hedged into EUR, with a credit quality breakdown ranging from AAA to CCC & lower, and a sector allocation focused on the financial sector.
Risks
Investors should be aware that the fund may be subject to volatility due to its investment in bonds. Changes in interest rates can impact the value of the portfolio, and the use of derivatives may increase investment risk. Additionally, investing in less liquid assets and the potential bankruptcy of counterparties are risks associated with this fund.
Source
https://www.ubs.com/lu/en/assetmanagement/funds/asset-class/lu2520351177-ubs-lux-key-selection-sicav-european-financial-debt-sustainable-eur-u-x-acc-pd001.html
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