UBS (Lux) KSS Digital Transform. Dyn. P Cap CHF Hd

The actively managed investment fund invests worldwide primarily in equities and other equity shares of small, mid and large-cap companies from developed markets and emerging markets. The fund focuses on digital themes that the portfolio manager considers attractive from an investment perspective, such as e-commerce, security and protection, digital data, enabling technologies, financial technologies (fintech) and health technologies.The fund manager combines carefully selected securities with the objective of taking advantage of interesting return opportunities while controlling risks.The investment fund may also invest moderately in bonds and money market instruments. The asset allocation is flexible. Equity exposure can vary widely from a minimum of 60% to a maximum of 130%. During periods of high equity exposure, the fund may take up to 25% short exposure to bonds.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. The benchmark is used for risk management purposes.The investment fund may invest in Chinese A-shares through the Hong Kong-Shanghai Shenzhen Stock Connect ("Stock Connect") programme.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