UBS Sector Funds target investors who want to capture opportunities in specific global sectors. Our fund managers utilise UBS's extensive research and portfolio management expertise to identify opportunities arising from difference between the market price of a stock and its intrinsic value.
Actively managed global equity fund that invests globally in companies exposed to long term investment themes.
The investment themes are related to the three mega trends of population growth, increasing urbanization and aging population.
The portfolio of around 40-80 stocks is allocating to multiple investment themes and diversified across countries and sectors.
The fund invests in attractively valued companies and has a strong sustainability profile.
No hedging of local currency exposure.
Multi-theme one-stop global equity solution with exposure to long term investment themes.
The fund is pairing CIO identified longer term investment themes with the portfolio construction expertise of UBS Asset Management.
Investment in themes in which companies are solution providers for the challenges of tomorrow.
Allocating to multiple themes instead of one or few single improves diversification and the portfolio’s risk profile.
UBS Sector Funds invest in equities and may therefore be subject to high fluctuations in value. For this reason, an investment horizon of at least five years and corresponding risk tolerance and capacity are required. As these UBS Funds pursue an active management style, each Fund's performance can deviate substantially from that of its reference index. Focusing intentionally on individual sectors may entail additional risks. All investments are subject to market fluctuations. Every Fund has specific risks, which can significantly increase under unusual market conditions. The fund can use derivatives, which may result in additional risks (particularly counterparty risk).
UBS Equity Funds
UBS Sector Funds
UBS Asset Management
UBS Fund Management (Luxembourg) S.A.
UBS Europe SE, Luxembourg Branch
Day of inception
January 28, 2016
Currency of account
Close of financial year
Issue / redemption
Total expense ratio (TER)
Reference Index / Benchmark
MSCI All Country World (net div. reinv.)
Net asset value
High - last 12 months
Low - last 12 months
Assets of the unit class in mn
Total product assets in mn
Risk Free Rate
Performance chart (USD-based, as of December 11, 2017)
Indexed, Month-end values
Past performance is not a reliable indicator of future results.
Performance (in %, as of December 11, 2017)
The performance shown does not take account of any commissions, entry or exit charges.
These figures refer to the past. Past performance is not a reliable indicator of future results.
Peer group (as of November 30, 2017)
Fund (USD, in%)
Ø peer group (in %) 1)
Quartile ranking 2)
||Average performance Lipper Global Classification (LGC)
||Quartile 1,2,3,4; e.g.: 1= fund is part of the best 25% of all funds of the peer group
Peer group information. Peer group category used: LGC Equity Global, based on mutual funds in the "MSCI Europe Developed Markets Universe" ex institutional and insurance funds, ETF's and Pension Trusts. Source and calculation: Lipper, a Thomson Reuters Company
By sector (in %, as of November 30, 2017)
By the 10 largest equity positions (in %, as of November 30, 2017)
Voya Financial, Inc.
IPG Photonics Corporation
Sensata Technologies Holding NV
Prudential Financial, Inc.
Cisco Systems, Inc.
By investment domicile (in %, as of November 30, 2017)