The aim of the Sub-fund is to achieve capital growth. In order to achieve this aim, the Sub-fund shall invest in various securities as permitted by the Law. This will include undertakings of collective investments (“UCIs”) of the open-ended type, equities and bonds from all over the world on a diversified basis, without the obligation to be invested at any time in equities and bonds.
The Sub-fund’s assets are to be invested according to the principle of risk diversification internationally in shares, short-term securities, bonds, notes, similar fixed-income and floating-rate securities, convertible bonds, convertible notes, warrant bonds (debt securities and claims) and investment funds.
UBS Global Asset Management (Lux.)
UBS Fund Services (Lux) S.A.
Global Branding Name
12 month yield
Net Assets Date
EUR Flexible Allocation - Global
UCITS 3 compliant
Return - 1 Month
Return - 2 Months
Return - 3 Months
Return - 6 Months
Return - 9 months
Return - 12 Months
Annualized return 24 months
Annualized return 36 months
Annualized return 48 months
Annualized return 60 months
Return 120 months
Annualized return since Inception
Morning Star Rating Date
Morning Star Rating - 36 Months
Morning Star Rating - Overall
Maximum Managment Charge
Contact Address 2
One North Wacker Drive
Fund Admin Group
UBS Global Asset Management (Lux.)
UBS (Luxembourg) S.A.
+41-44-234 11 11
Last Price Date
Price change (percentage)
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© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Links:  http://www.globalfunddata.com/funds/new/performance/management?variant=UBS Global Asset Management (Lux.)
 http://www.globalfunddata.com/funds/new/performance/fund_administrator?variant=UBS Fund Services (Lux) S.A.
 http://www.globalfunddata.com/funds/new/performance/strategy?variant=EUR Flexible Allocation - Global
 http://www.globalfunddata.com/funds/new/performance/custodian?variant=UBS (Luxembourg) S.A.
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