The aim of the Company is to achieve high growth and/or current earnings, while giving due consideration to capital security and the liquidity of the Company’s assets.
The objective of the Subfund is the combination of investments in different asset classes in such a way that the risk and return amounts of individual asset classes do not dominate in any phase of a typical economic cycle. This is intended to prevent extreme fluctuations in value to the greatest extent possible. To this end, within the framework of legally permissible instruments, including globally diversified direct investments or via use of derivative financial instruments or existing UCI or UCITS, the Subfund may invest both in the classic investment classes of equities and bonds, as well as within the legally permissible framework in investments focusing on the real estate asset class (e.g. in the form of Real Estate Investment Trusts).
UBS Fund Management (Luxembourg) S.A.
UBS Fund Services (Lux) S.A.
Global Branding Name
12 month yield
Net Assets Date
Manager 1 Name
Manager 2 Name
EUR Moderate 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
33A avenue J.F. Kennedy
Fund Admin Group
UBS Fund Management (Luxembourg) S.A.
UBS (Luxembourg) S.A.
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.
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 http://www.globalfunddata.com/funds/new/performance/strategy?variant=EUR Moderate Allocation - Global
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