The fund aims to generate income and capital growth over the long term through global investments in a diversified range of high-quality bonds, equities, and alternative investments, including hedge funds. The fund is managed actively without any benchmark restrictions, based on 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 yield USD and emerging market bonds, including currency hedging. It also includes exposure to equities and alternative investments. The fund maintains a specific range of asset class weights to align with its risk profile and offers investors access to diversified market opportunities globally.
Risks
Investors should be aware that the fund's investments in bonds, equities, and alternative investments may lead to fluctuations in value. The use of derivatives in the fund can reduce investment risk but may also introduce additional risks, such as counterparty risk. Furthermore, the fund may invest in less liquid assets, which could result in temporary suspension of daily issue and redemption of fund units. It is important for investors to have an elevated risk tolerance and capacity when considering this fund. Specific risks associated with the fund can be found in the prospectus.