UBS (Lux) Eq. Sicav US Income Q Cap $

The actively managed investment fund invests mainly in equities of American companies. The objective of the investment strategy is to achieve an above-average return on equities compared to the US equity market. Equity income can come from dividends, stock buybacks, call option premiums and other sources. This sub-fund promotes environmental and/or social features but does not pursue a sustainable investment objective.The fund manager invests the fund's assets as a result of an investment process based on quantitative financial models, seeking to control risk. Stock selection is based on the signals calculated by the quantitative model. This model is continuously being further developed.This fund promotes environmental, social and corporate governance characteristics.The portfolio manager has the discretion to construct the portfolio and is not bound by the benchmark in terms of equities and weighting.The investment fund is actively managed in relation to the benchmark MSCI USA (net dividend reinvested). The investment fund uses the benchmark MSCI USA (net dividend reinvested) for portfolio composition, performance comparison, ESG profile management and risk management.The return of the fund depends primarily on equity market development and their exchange rate fluctuations, as well as dividend payments.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No