UBS Global Optimal C

Fund
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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.23%
  • 3 Year sharpe0.64
  • 3 Year alpha-2
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.00%
  • IA SectorGlobal
  • Manager GroupUBS
  • DomicileUnited Kingdom
  • ISINGB00B89NPX39

Investment Strategy

The Fund aims to grow the value of your investment and outperform the MSCI ACWI Index after charges over the medium to long term (3 to 5 years). The Fund invests at least 70% in global equities. The Fund may also invest in other equities, bonds, warrants, money market instruments, deposits, currencies, cash and near cash and other funds. The Fund may use derivatives to invest in these assets including forward and future contracts, swaps, options and repurchase agreements for efficient portfolio management only.

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