UBS (Lux) Strategy Fund - Balanced Sustainable (EUR) P-dist
ISIN LU0049785362 / Valor 239649
UBS (Lux) Strategy Fund - Balanced Sustainable (EUR) P-dist
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General Objective
The fund aims to invest globally in a diversified range of equities, high-quality bonds, and money market instruments while maintaining an even balance between equities and bonds. It follows UBS's investment policy, the UBS House View, and actively manages foreign currency exposure.
Fund Exposure
The fund is exposed to a mix of asset classes, with a significant allocation to equities and bonds. It invests in various sectors and geographies, with a focus on high-quality bonds and global equities. The fund also applies an active currency strategy when opportunities arise.
Risks
Investing in equities, bonds of varying credit quality, and money market securities globally may lead to high fluctuations in the fund's value. The use of derivatives can reduce investment risk but also introduce additional risks, such as counterparty 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.
Source
https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu1240797990-ubs-strategy-fund-balanced-sustainable-eur-q-c-dist-pd001.html
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