UBS Asset Management Canada

The information on this page is meant for Investment Advisers. This website is not designed for the purpose of providing personal financial or investment advice. Nothing on the this website should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. Information provided does not take into account your particular investment objectives, financial situation or investment needs. Unitholders should discuss all matters relating to the Trust with their Investment Adviser.

The materials in the web links under Fund Highlights and Strategy Update may utilize materials which are based on a U.S. investment strategy that may be different with the strategy employed for the Trust (e.g., no Canadian dollar currency exposure).

Any reference to historical investment performance is for information purposes only and is not indicative of future performance.


UBS (Canada) Balanced Fund

The Balanced Fund is invested primarily in Canadian stocks and bonds, foreign stocks and money market instruments. Asset mix will be based on forecasted risks and returns from the capital markets over future twelve month periods.

Investment strategy

Investment strategy

Maintaining a widely diversified portfolio and a long-term focus helps minimize the potential for negative surprises. Gradual adjustments are made to the asset mix in response to changing market conditions. The Fund's objective is to provide consistent above-average returns on an annual basis and to provide added value above the benchmark index for each asset class. Canadian stocks and bonds are the main holdings, and will thus have the largest impact on the Fund's return.



Our philosophy calls for the prudent management of risk. Proper diversification within each asset class and prudent asset mix management ensures that our clients' assets are not exposed to undue risk.



The Fund is suited for investors with a long-term outlook (minimum 5 to 10 years). It offers investors the ability to invest in the U.S. market. Historically, investors willing to accept the higher short-term risk in the stock market have been rewarded with higher long-term returns (compared to less risky investments).