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UBS (Lux) Equity Fund - Global Multi Tech (USD) P-acc
|ISIN no.: LU0081259029|
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 and focused on technology and innovation, the Fund seeks capital appreciation through investment in technology companies around the world.
With the theme “Tech from any Sector” the Fund provides an efficient vehicle to gain exposure to technology themes from a range of sectors, in both developed and emerging markets.
The Fund invests in technology themes such as, the internet of things, cloud-computing, e-commerce, cyber-security, robotics, life sciences and biotechnology.
Exposure to a dynamic range of technology themes.
Diversification from investment in multiple sectors.
Exposure to both developed and emerging markets.
Factor and specific exposures controlled through our proprietary risk management system.
Our fundamental valuation approach and quantitative screening process seek to identify attractive investments in any market environment.
Our global analysts provide local expertise and in-depth knowledge to support our stock and industry selection.
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. 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
December 1, 1997 1)
Currency of account
Close of financial year
Issue / redemption
Total expense ratio (TER)
Reference Index / Benchmark 2)
MSCI World Information Technology 10/40 (net div. reinv.)
||Repositioned to current strategy on 21 July 2009
||Reference index change on 01.10.2016 - old: MSCI World - Information Technology (net.div. reinv), new: MSCI Information Technology 10/40 (net.div. reinvested)
Net asset value
High - last 12 months
Low - last 12 months
Assets of the unit class in mn
Total product assets in mn
Total risk reference index / benchmark
Risk Free Rate
Performance chart (USD-based, as of October 17, 2017)
Indexed, Month-end values
Performance (in %, as of October 17, 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.
By sector (in %, as of September 29, 2017)1)
Semiconductors & Semiconductor Equipment
Internet, software & IT serv
Internet & Catalog retail
Computers & Peripherals
Electronic equipment, Instruments & Components
Wireless Telecommunications Services
||Traditional IT is defined as the MSCI World Information Technology Sector. "Medical Tech" refers to the Healthcare Sector, specifically Medical Equipment & Devices and Life Science Tools. "Biotech" refers the biotechnology sector. "Industrial Tech" refers to technology companies from the Industrial Sector, specifically Aerospace, Defense, Electronic Equipment and Machinery. "Green Tech" refers largely to the Energy and Materials Sectors.
By the 10 largest equity positions (in %, as of September 30, 2017)
Micron Technology Inc
Western Digital Corp
T-Mobile US Inc
ASML Holding NV
Activision Blizzard Inc
By investment domicile (in %, as of September 29, 2017)
For marketing and information purposes by UBS. UBS funds under Luxembourg law. 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
Source for all data and charts (if not indicated otherwise): UBS Asset Management
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