UBS Hedge Funds are innovative products that offer the optimum combination of the most promising hedge funds worldwide, covering a variety of investment styles and strategies. In this way, these funds of hedge funds target a positive absolute return over the long term whilst maintaining a low correlation to traditional asset classes and keeping volatility moderate. Thanks to a mix of different strategies and fund managers, this fund-of-funds structure allows for higher risk diversification than is possible with an investment in an individual hedge fund.
The Fund seeks to invest in a diverse set of liquid alternative investment strategies (i.e. asset classes other than stocks, bonds, and cash).
The strategy is implemented via UCITS funds and daily liquid systematic strategies (“QIS”) that typically apply a rules-based approach to investing across a variety of asset classes (e.g. equities, fixed income, currencies, and commodities) and styles (e.g. momentum, carry, value).
The exchange rate risk between USD and SGD is largely hedged.
Access to alternative return streams in a daily liquid format
Diversification and risk reduction potential when included in a traditional long-only portfolio with potential for enhanced returns
Provide exposure to systematic strategies not typically available in daily liquid funds in a low cost, transparent format, providing diversification through access to a broader set of strategies and increased ability for tactical portfolio adjustments
All securities investments present a risk of loss of capital. The identification of Eligible Collective Investment Schemes and their ability to find attractive investment opportunities involves a high degree of uncertainty. The Fund will use derivatives including swaps, which are inherently volatile and could potentially lead to additional risk should the market move in the opposite direction to the strategy. Please refer to the Fund's Offering document for a comprehensive discussion of risks.
UBS Alternative Funds
UBS Hedge Funds
UBS Hedge Fund Solutions LLC
Lantern Structured Asset Management Limited
J.P. Morgan Bank (Ireland) Plc
Representative for products established under foreign law
UBS Fund Services (Luxembourg) S.A.
Currency of account
Close of financial year
Issue / redemption
Total product assets in mn
Performance (in %, as of October 19, 2017)
These figures refer to the past. Past performance is not a reliable indicator of future results. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units.
For marketing and information purposes by UBS. Prospectuses, simplified prospectuses or key investor information, the articles of association or the management regulations as well as annual and semi-annual reports of UBS funds are available free of charge from UBS Fund Services (Luxembourg) S.A., P.O. Box 91, L-2010 Luxembourg or from UBS Europe SE, Luxembourg Branch, P.O. Box 2, L-2010 Luxembourg. Before investing in a product please read the latest prospectus carefully and thoroughly. Units of UBS funds mentioned herein may not be eligible for sale in all jurisdictions or to certain categories of investors and may not be offered, sold or delivered in the United States. The information mentioned herein is not intended to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not a reliable indicator of future results. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units. Commissions and costs have a negative impact on performance. If the currency of a financial product or financial service is different from your reference currency, the return can increase or decrease as a result of currency fluctuations. This information pays no regard to the specific or future investment objectives, financial or tax situation or particular needs of any specific recipient. The details and opinions contained in this document are provided by UBS without any guarantee or warranty and are for the recipient's personal use and information purposes only. This document may not be reproduced, redistributed or republished for any purpose without the written permission of UBS AG. Source for all data and charts (if not indicated otherwise): UBS Asset Management