UBS (Lux) Systematic Index Growth CHF P Cap CHF

The actively managed fund invests globally in a diversified range of passive index instruments such as exchange traded funds (ETFs), index-oriented investment funds, structured products, and derivatives. The fund is invested worldwide in equities, bonds, currencies and alternative investments. The investment decisions are rule-based by using a momentum- / mean-reverting approach. Investments are focused on equities. The overall foreign currency exposure is predominantly hedged back in Swiss francs.The return of the fund depends primarily on the development of capital markets. To varying degrees, it will be a function of the following components: equity market development and dividend payments, development of interest rates, creditworthiness of the entities issuing the invested instruments and interest income. The return may also be affected by currency fluctuations, where active or unhedged positions exist.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No