UBS (Lux) Strategy Fund - Yield Sustainable (CHF) Q-acc
Fund
ISIN LU0941351768 / Valor 28318109
NAV (2025-03-24)
CHF 109.38+0.09%
UBS (Lux) Strategy Fund - Yield Sustainable (CHF) Q-acc
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General Objective
The fund aims to provide investors with global exposure to a diversified range of bonds, primarily high-quality bonds, money market instruments, and equities, while following UBS's investment policy, the UBS House View.
Fund Exposure
The fund is primarily focused on investments in bonds, with a significant allocation to high-quality bonds. It also has exposure to equities and money market instruments. Foreign currencies are hedged against the reference currency, with an active currency strategy applied when opportunities arise.
Risks
Investors should be aware that the fund's value may fluctuate due to investments in bonds of varying credit quality, money market securities, and equities on a global scale. The use of derivatives in the fund can reduce investment risk but may also introduce additional risks, including counterparty risk. It is important for investors to have an elevated risk tolerance and capacity as the value of a unit may fall below the purchase price.