UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-acc
ISIN LU0049785792 / Valor 239659
UBS (Lux) Strategy Fund - Balanced Sustainable (USD) P-acc
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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, striking an even balance between equities and bonds while largely hedging foreign currencies versus the reference currency.
Fund Exposure
The fund is exposed to a mix of asset classes, including equities, high-quality bonds, and money market instruments. It maintains a specific range of weighting for different asset classes to manage risk effectively.
Risks
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. Investors should have an elevated risk tolerance and capacity when considering this fund.
Source
https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu1240799269-ubs-strategy-fund-balanced-sustainable-usd-q-mdist-pd001.html
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