UBS (Lux) Sicav 1 All-Rounder P Cap EUR Hdg

The investment fund invests worldwide, primarily in bond and equity markets, as well as in real estate companies and indirectly in commodities. The fund is oriented to the current phase of the economic cycle in each case. The objective of this investment fund is to avoid extreme fluctuations in value to the greatest extent possible. Consequently, investments in different asset classes are combined in such a way that the return or risk contributions of individual asset classes do not dominate at any stage of an economic cycle.The fund manager combines carefully selected securities from different countries, sectors and companies with the objective of taking advantage of interesting return opportunities while controlling risks.The actively managed investment fund uses a composite benchmark as a reference for risk management consisting of 40% MSCI All Country World Index (net div reinv.) denominated (unhedged) in USD/60% FTSE World Government Bond Index (hedged in USD).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