UBS (Lux) Strategy Fund - Balanced Sustainable (EUR) (CHF hedged) P-acc
ISIN LU1271704360 / Valor 29028162
UBS (Lux) Strategy Fund - Balanced Sustainable (EUR) (CHF hedged) P-acc
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General Objective
The fund aims to provide investors with a balanced and sustainable investment option by globally investing in a diversified range of equities, high-quality bonds, and money market instruments. The fund maintains an even balance between equities and bonds, with foreign currencies largely hedged against the reference currency.
Fund Exposure
The fund is exposed to equities, bonds of varying credit quality, and money market securities on a global basis. It may also utilize derivatives, which can reduce investment risk or introduce additional risks such as counterparty risk. The fund's investment strategy is based on UBS's investment policy, the UBS House View, allowing investors to benefit from diversified market opportunities in bonds and equities.
Risks
Investing in this fund involves exposure to high fluctuations in value due to its allocation in equities, bonds, and money market securities. The use of derivatives can further impact investment risk. Investors should have an elevated risk tolerance and capacity as the value of a unit may fall below the purchase price. Specific risks associated with the fund can be found in the prospectus, and it may not be suitable for investors planning to withdraw their money before the recommended holding period.
Source
https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu0941351172-ubs-strategy-fund-balanced-sustainable-eur-q-acc-pd001.html
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