UBS (Lux) Strategy Xtra SICAV - Balanced (CHF) P-dist

The fund aims to invest globally in a diversified range of high-quality bonds, equities, and alternative investments, including hedge funds, without any benchmark restrictions. It is based on UBS's investment policy, the UBS House View, and seeks to generate interest and dividend income as well as capital gains.

The fund strikes a fairly even balance between equities and fixed-income instruments, complemented by investments in alternative investments, including hedge funds. It also includes exposure to foreign currencies, which are largely hedged versus the reference currency, with an active currency strategy applied if opportunities are seen. The fund has a specific range for the weighting of different asset classes to take account of its risk profile.

Investors should be aware that the fund may be subject to fluctuations in value due to its investments in equities, bonds of varying credit quality, money market securities, and alternative forms of investment such as hedge funds. Additionally, the fund may use derivatives, which can reduce investment risk or give rise to additional risks, including counterparty risk. There is also a possibility of investing in less liquid assets, which may be difficult to sell in distressed markets, potentially leading to temporary suspension of daily issue and redemption of fund units. 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.

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/lu1240802238-ubs-strategy-xtra-balanced-chf-q-acc-pd001.html