UBS (Lux) SICAV 1 - All-Rounder (USD) (CHF hedged) Q-acc
ISIN LU0397602409 / Valor 4732074
UBS (Lux) SICAV 1 - All-Rounder (USD) (CHF hedged) Q-acc
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General Objective
The fund aims to invest worldwide in equities in developed and emerging markets, government, corporate, high-yield, emerging market and inflation-linked bonds, real estate securities, and commodities. It combines four scenario portfolios tailored to different phases of the economic cycle to reduce risk and keep performance balanced.
Fund Exposure
The fund is exposed to a mix of asset classes including equities, global sectors, corporate bonds, commodities, government bonds, inflation-linked bonds, high yield bonds, emerging markets debts, real estate securities, and cash. The fund's scenario portfolios are divided into upswing, boom, downswing, and recession, with a maximum equity component of 35% in the tactical allocation.
Risks
Investing in equities, the fund may experience high fluctuations in value. There is no guarantee that the scenario portfolios, adjusted based on the economic cycle phase, will perform well. The fund may use derivatives, increasing counterparty risk, and may not be suitable for investors planning to withdraw funds before the recommended holding period.
Source
https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu0397596080-ubs-all-rounder-fund-usd-q-acc-pd001.html
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