Ulysses PBT - Global Asset Allocation A-USD header image

Ulysses PBT - Global Asset Allocation A-USD

Fund

ISIN LU2599133571 / Valor 12552886

NAV (2025-04-24)
USD 107.33+1.24%

Ulysses PBT - Global Asset Allocation A-USD
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General Objective

The fund aims to increase the value of investments over the long term while adopting a cautious approach.

Fund Exposure

Under normal market conditions, the fund primarily invests in equities, bonds, real estate assets, and commodities (including precious metals) without sectoral or geographical restrictions. The fund may also invest in emerging markets and may use derivative instruments to hedge against market fluctuations or achieve its investment objectives.

Risks

This fund is suitable for investors who understand the risks involved and are willing to invest for a minimum period of 5 years. The fund is actively managed, meaning the portfolio composition may differ from its benchmark index. The fund allocates assets between different asset classes based on a portfolio optimization tool and selects securities and funds with the best growth prospects.

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Source

https://www.probuspleion.lu/ulysses-pbt-global-asset-allocation/

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OTHER SHARE CLASSES OF THIS FUND

Ulysses - PBT - Global Asset Allocation A-CHF
Ulysses - PBT - Global Asset Allocation A-CHF Ulysses - PBT - Global Asset Allocation A-CHF
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Annual Return

-50%0%+50%

Risk level

110
1.16%CHF 98.17