UBS (Lux) Strat. Sicav Syst. All. Ptf Med. Q CAD H

The investment fund invests in a variable ratio primarily in high-quality bonds, money market instruments and equities worldwide. The proportion of equities can vary greatly and may be as high as 70%. Hedge funds and commodities may also be included to a lesser extent.The fund manager combines carefully selected securities from different asset classes with the objective of taking advantage of interesting return opportunities while controlling risk. The actively managed mutual fund uses a composite benchmark as a reference for risk management consisting of 8% Bloomberg Eurodollar Corporate AAA-BBB 1-5Y Index, 18% Bloomberg US Corporate Investment Grade Index, 5% ICE BofA US High Yield Constrained Index, 4% J.P. Morgan Emerging Market Bond Index Global Diversified, 50% MSCI World Index (net div. reinvested) (hedged in USD), 5% MSCI Emerging Markets Index (net div. reinvested) (unhedged), 10% HFRX Global Hedge Fund Index. The investment fund is not restricted by a benchmark in its investments.The benchmark is used for performance comparison.Sustainability risks are not systematically integrated due to the investment strategy and the nature of the underlying investments.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