Featured fund: UBS Equity China Opportunity Fund

Fund Description

  • Very actively managed equity fund based on a concentrated equity portfolio investing in selected Chinese companies (typically 40 to 70 stocks)
  • Unconstrained by the benchmark, the manager is given great flexibility to take focused views on what the investment team considers as the most attractive stocks and exploits the best opportunities.
  • Diversified across sectors offering broad coverage of the Chinese market.


     

At UBS, we go beyond the expected.

With a proven track record, the UBS Equity China Opportunity Fund has delivered performance for our investors*.

Besides investing in large-cap stocks, we also strive to uncover the gems in small and mid-cap stocks.

To learn about opportunities in China, please contact UBS Asset Management and talk to us about it.

Singapore: +65-6495 5333

Key benefits

  • Easy access to investment opportunities provided by a rapidly growing Chinese economy. Investors primarily gain access to Chinese companies listed on the Hong-Kong Stock Exchange.
  • Due to the flexibility to deviate significantly from the benchmark, the fund offers the potential to outperform the benchmark.
  • Investors benefit from UBS being one of the few asset managers with a truly global investment platform
  • The experienced portfolio management team can leverage local investment expertise in the Chinese market via our joint venture UBS SDIC Fund Management Co. Ltd. in China

Name of fund

UBS (Lux) Equity Fund - China Opportunity (USD)

Currency of fund

USD

Currency of share class

USD

Fund type

open-end

Accounting year end

November 30

Issue/redemption

daily

Swing pricing

Yes

Reference Index

MSCI China (r)

EU saving tax

not affected at distribution, not affected at sale/redemption

Share class details

 

P-acc

Management fee p.a.

1.87%

Total expense ratio (TER) p.a.

2.38%*

*as at 28.02.2015

 

 

 

 

P-acc

Securities number

512 613

ISIN

LU0067412154

Bloomberg

SBCEHKI LX

Launch date

15.11.1996*

Distribution

Reinvestment