UBS US Total Yield Fund

Investment objective

The investment objective of the Fund is to combine high total yield and high quality characteristics in a diversified portfolio. The strategy seeks to generate a higher total yield than market average.

The Fund invests mainly in equities and other equity instruments of US companies.

Total yield is defined as the sum of dividend payments and any corporate earnings redistributed to the shareholder in the form of share buybacks.

The Fund is a sub fund of the UBS (Lux) Equity SICAV, which is a recognised scheme under section 264 of the Financial and Services Markets Act 2000.The Fund's Q share classes have UK Reporting Fund Status. The protections offered by the UK regulatory system and the compensation under the Financial Services Compensation Scheme, will not be available.

Investment team

Jeremy Raccio

Portfolio manager
Biography (PDF, 62 KB)

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