Ubs Global is trading at 11.80 as of the 1st of December 2024; that is 0.51% up since the beginning of the trading day. The fund's open price was 11.74. Ubs Global has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Ubs Global Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund will invest in securities and derivatives to gain exposure to equity, fixed income, and alternative asset class securities, including, but not limited to, convertible bonds and real estate securities, including real estate investment trusts and real estate operating companies. More on Ubs Global Allocation
Ubs Global Allocation [BNGLX] is traded in USA and was established 1st of December 2024. Ubs Global is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under World Allocation category and is part of UBS Asset Management family. This fund currently has accumulated 172.05 M in assets under management (AUM) with no minimum investment requirementsUbs Global Allocation is currently producing year-to-date (YTD) return of 10.35% with the current yeild of 0.02%, while the total return for the last 3 years was 0.27%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ubs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ubs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ubs Global Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ubs Global Allocation Mutual Fund Constituents
Ubs Global financial ratios help investors to determine whether Ubs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ubs with respect to the benefits of owning Ubs Global security.