The UBS US Growth Fund (the "Fund") aims to grow the value of your investment and outperform the Russell 1000 Growth Index (the "Benchmark") after charges over the medium to long term (3 to 5 years).
The team aim to invest in quality, growing companies where we believe the market price underestimates the magnitude and or/duration of future growth. Fundamental research is at the core of our investment discipline.
The team aim to access diversified sources of growth including:
- Companies displaying classic growth characteristics, where market fluctuations create opportunities to purchase strong companies at attractive prices.
- Elite growth companies – hyper growth phase can often be priced incorrectly by the market.
- Cyclical growth companies – pricing anomalies occur when expected value exceeds market prices.