UBS (Lux) Strategy SICAV - Income Sustainable (CHF) P-dist
Fund
ISIN LU0994669108 / Valor 22821932
NAV (2024-10-22)
CHF 88.24-0.31%
UBS (Lux) Strategy SICAV - Income Sustainable (CHF) P-dist
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General Objective
The fund aims to provide investors with income through global investments in a diversified range of high-quality bonds, money market instruments, and equities. The fund is based on UBS's investment policy, the UBS House View, and focuses primarily on bonds.
Fund Exposure
The fund is exposed to a mix of asset classes, with a clear focus on bonds. It may also invest in equities and money market instruments. The fund maintains a specific range of weighting for different asset classes to account for its risk profile. Additionally, the fund may use derivatives, which can reduce investor risks or introduce additional risks, such as counterparty risk.
Risks
Investors should be aware that the fund's value may fluctuate due to its global exposure to bonds of varying credit quality, money market securities, and equities. The use of derivatives in the fund can also impact risk levels. 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. Specific risks associated with the fund can be found in the prospectus.