UBS asset allocation funds

Fixed income

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This asset allocation fund gives the highest priority to capital preservation and a reasonable return. Thus the fund does not invest in stocks. The fund invests in the money market and bonds.

Our recommendation:

Yield

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With a weighting of about 25% stocks and 75% bonds and money market investments, this type of fund is suited in particular for income-oriented investors who are willing to accept only minor fluctuations in prices.

Our recommendation:

Balanced

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With a weighting of about 50% stocks and 50% bonds and money market investments, this type of fund is suited in particular for investors who want to have some exposure to the growth opportunities of stocks, but who also would like to benefit from the stabilizing effect of fixed-interest investments.

Our recommendation:

Growth

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With a weighting of about 75% stocks and 25% bonds and money market investments, this type of fund is suited for investors who are primarily interested in the long-term growth potential of stocks, but who would also like to keep the fluctuation risk within limits through a broad diversification.

Our recommendation:

Equity

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This asset allocation fund is for investors who are interested in capital gains in particular and who therefore want to invest primarily in stocks. Investors are willing to incur the risks that go with equity investing.

Our recommendation:

 

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