UBS Advice Health
Risk analysis
Analysis by asset class
2Bulk risks
Issuer Concentrations
1Instruments with negative view
Not monitored instruments
Bonds with a low rating
Risk analysis
The current risk level of your portfolio is within your risk tolerance.
| Return | Volatility | |
|---|---|---|
| Applied investment strategy * | 2.6% | 8.1% |
| Your current portfolio | 3.0% | 10.8% |
| --- Target range | - | - |
The values shown are gross values excluding fees and taxes (e.g. transaction fees, mandate fees, surcharges). Depending on the market situation and the investment selection, the actual volatility/return of the portfolio may exceed or fall below the expected volatility/return.
This portfolio health check monitors the expected volatility of your portfolio in comparison to the volatility bandwidths of the applied investment strategy according to your selected risk tolerance. Portfolio volatility is calculated as expected long-term volatility in a business cycle incorporating the forecast of the UBS Chief Investment Office WM. Please be aware that for monitoring the risk/return for your portfolio, UBS depends on product information that is not always available or not in sufficient quality. Therefore, UBS cannot always ensure the performance of aforesaid checks for certain investment instruments (e.g. some structured products and collective investment schemes).
As a client with UBS Advice, you can contact your client advisor anytime and involve him/her in the optimization of your portfolio whenever needed.