The investment seeks to replicate, net of expenses, the monthly compounded 2x leveraged performance of the S&P High Yield Dividend Aristocrats® Index.
The index is designed the measure the performance of the 60 highest dividend yielding S&P Composite 1500 Index constituents, which have followed a managed-dividends policy of consistently increasing dividends every year for at least 25 consecutive years.
UBS Group AG
Global Branding Name
12 month yield
Manager 1 Name
S&P High Yield Dividend Aristcrts PR USD
Uncollateralized Debt Instrument
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
Maximum Managment Charge
Fund Admin Group
UBS Group AG
Last Price Date
Price change (percentage)
© 2011 - Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by GFM Ltd and is at your own risk. You agree that Morningstar and or GFM Ltd are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. GFM Ltd informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
© 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 Group AG
 http://www.globalfunddata.com/funds/new/performance/domicile?variant=United States
 http://www.globalfunddata.com/funds/new/performance/strategy?variant=Trading-Leveraged Equity
 http://www.globalfunddata.com/funds/new/performance/structure?variant=Uncollateralized Debt Instrument
 mailto:firstname.lastname@example.org?subject=Mail from GFM Ltd