UBS (Lux) Strategy Xtra SICAV - Balanced (USD) P-4%-mdist

The fund aims to invest globally in a diversified range of high-quality bonds, equities, and alternative investments, including hedge funds, while maintaining a fairly even balance between equities and fixed-income instruments. Foreign currencies are largely hedged versus the reference currency, with an active currency strategy applied when opportunities arise.

The fund is exposed to a mix of asset classes, including equities, fixed-income instruments, and alternative investments. The portfolio includes investments in various currencies such as AUD, CAD, CHF, EUR, GBP, JPY, and USD. Additionally, the fund holds positions in high yield and emerging market bonds, with a focus on optimizing the risk/return profile.

Investing in equities, bonds of varying credit quality, money market securities, and alternative investments exposes the fund to fluctuations in value. The use of derivatives can reduce investment risk but also introduce additional risks, such as counterparty risk. Furthermore, investing in less liquid assets may lead to temporary suspension of daily issue and redemption of fund units, potentially causing the value of a unit to fall below the purchase price. Investors should have an elevated risk tolerance and capacity when considering this fund.

https://www.ubs.com/lu/en/assetmanagement/funds/asset-class/lu1336973653-ubs-strategy-xtra-fund-balanced-usd-p-4-mdist-pd001.html