The fund invests globally in a diversified range of equities, mainly high-quality bonds and money market instruments. It invests worldwide and with a roughly balanced, yet variable ratio.
The fund is based on UBS’s investment policy, the UBS House View. The fund generally strikes an even balance between equities and bonds. Foreign currencies are largely hedged versus the reference currency. Nevertheless, an active currency strategy is applied if opportunities are seen in the market.
The fund is actively managed and offers the investor straightforward and convenient access to UBS House View, which draws on the professional insights of UBS investment specialists worldwide. The fund manager combines carefully selected securities from various asset classes of different countries, sectors and companies with the objective of exploiting interesting earnings opportunities while keeping the level of risk under control.