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Category description:
UBS Strategy Funds

UBS Strategy Funds are designed as professionally managed delegation solutions. Investors can choose from six different strategies exhibiting a specific expected risk/return profile (see chart): Fixed Income, Income, Yield, Balanced, Growth and Equity. The fund is actively managed and based on UBS's investment policy, the UBS House View.



Fixed Income The fund invests globally in a diversified range of mainly high-quality bonds and money market instruments, while investments in equities are deliberately avoided. Foreign currency risks are largely hedged against the reference currency. The fund is based on UBS's investment policy, the UBS House View.

Income The fund invests globally in a diversified range of bonds, mainly high-quality bonds, money market instruments and equities. Investments are clearly focused on bonds. Foreign currency risks are largely hedged against the reference currency. The fund is based on UBS's investment policy, the UBS House View.


Yield The fund invests globally in a diversified range of bonds, mainly high-quality bonds, money market instruments and equities. Investments are focused on bonds. Foreign currency risks are largely hedged against the reference currency. The fund is based on UBS's investment policy, the UBS House View.

BalancedThe fund invests globally in a diversified range of equities, mainly high-quality bonds and money market instruments. The fund generally strikes an even balance between equities and bonds. Foreign currency risks are largely hedged against the reference currency. The fund is based on UBS's investment policy, the UBS House View.

Growth The fund invests globally in a diversified range of equities, mainly high-quality bonds and money market instruments. Investments are focused on equities. Foreign currency risks are largely hedged against the reference currency. The fund is based on UBS's investment policy, the UBS House View.

Equity The fund's investments are broadly diversified within equities and other equity paper. The fixed-income instrument component is low. Foreign currency risks are largely hedged against the reference currency. The fund is based on UBS's investment policy, the UBS House View.
For marketing and information purposes by UBS. Representative in Switzerland for UBS funds established under foreign law: UBS Fund Management (Switzerland) AG, P.O. Box, CH-4002 Basel. Paying agent: UBS AG. 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 AG, P.O. Box, CH-4002 Basel or from UBS Fund Management (Switzerland) AG, P.O. Box, CH-4002 Basel. Before investing in a product please read the latest prospectus carefully and thoroughly. Units of UBS funds mentioned herein 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.
Source for all data and charts (if not indicated otherwise): UBS Global Asset Management
No responsibility is taken for the correctness of the information provided above.

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