UBS S&P 500 Index Fund J Income header image

UBS S&P 500 Index Fund J Income

Fund

ISIN GB00BMN91X79 / Valor 24497495

NAV (2024-12-19)
GBP 383.55+1.05%

UBS S&P 500 Index Fund J Income
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General Objective

The UBS S&P 500 Index Fund aims to track the return of the S&P 500 Index before the deduction of charges. The Fund employs a passive investment strategy, investing in the shares of companies that make up the Index.

Fund Exposure

The Fund is exposed to 500 leading companies in leading industries of the U.S economy through the S&P 500 Index. It may also invest in shares of companies expected to become part of the Index, as determined by the Manager.

Risks

Investors in the Fund may be exposed to changes in the exchange rate between the underlying currency of the Fund's assets and GBP, which can have a negative or positive impact on returns. Additionally, the Fund may not be suitable for investors planning to withdraw their money within a few years of investment.

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Source

https://www.ubs.com/

Tags:
s&p 500 u s equities

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OTHER SHARE CLASSES OF THIS FUND

UBS S&P 500 Index Fund J Accumulation
UBS S&P 500 Index Fund J Accumulation UBS S&P 500 Index Fund J Accumulation Valor: 24497493
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Annual Return

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Risk level

110
1.05%GBP 442.71
UBS S&P 500 Index Fund C Income
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UBS S&P 500 Index Fund C Accumulation
UBS S&P 500 Index Fund C Accumulation UBS S&P 500 Index Fund C Accumulation Valor: 24497121
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Annual Return

-50%0%+50%

Risk level

110
1.05%GBP 2.11