UBS (Lux) Strategy Fund - Balanced Sustainable (CHF) P-acc

The fund aims to invest globally in a diversified range of equities, high-quality bonds, and money market instruments, striking an even balance between equities and bonds while largely hedging foreign currencies versus the reference currency. The fund follows UBS's investment policy, the UBS House View.

The fund is exposed to a mix of asset classes, including equities, high-quality bonds, and money market instruments. It invests in a variety of sectors and geographies globally, maintaining a specific range of asset class weights to account for the fund's risk profile. The fund may also use an active currency strategy when opportunities arise.

Investing in equities, bonds of varying credit quality, and money market securities globally may subject the fund to high fluctuations in value. The use of derivatives can reduce investment risk but also introduce additional risks, such as counterparty risk. The value of a unit may fall below the purchase price, requiring investors with an elevated risk tolerance and capacity. Specific risks associated with the fund can be found in the prospectus.

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu0941351099-ubs-strategy-fund-balanced-sustainable-chf-q-acc-pd001.html