UBS Multi-Asset Income C Acc Gross

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.05%
  • 3 Year sharpe0.42
  • 3 Year alpha-4.18
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.93%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupUBS
  • DomicileUnited Kingdom
  • ISINGB00B7SQL276

Investment Strategy

The Fund aims to achieve an income return of 1 month compounded SONIA +3% in any 12 month period. The Fund invests at least 80% in global equities, global bonds, warrants, money market instruments, deposits and cash or near cash. The Fund may also invest up to 20% in alternative assets, including real estate, infrastructure, private debt, insurance linked securities, mortgage linked securities, bank loans and REITs.

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