Fixed Income
A globally oriented service for a globally integrated world
From traditional to alternative – whatever your risk profile is, our fixed income range is designed to offer you a broad spectrum of capabilities even under the most challenging market conditions. By utilizing a range of investment vehicles and benchmarks, we can tailor our offering to meet your needs.
Benchmark
Markit iBoxx Non-Gilt Index
Objective
Launched on 6 March 2007, the UBS Corporate Bond UK Plus Fund seeks to generate a return greater than the return provided by UK investment grade corporate bonds derived from investment in UK and global securities.
Objective
The Fund aims to generate income and capital growth over the medium to longer term. To achieve the investment objective the Fund will invest globally, predominantly in government bonds and bonds issued by: local authorities, supra-nationals, agencies and companies. The bonds held may include emerging market, other non-sterling, investment grade and high yield bonds. The Investment manager aims to position the Fund to take advantage of the areas of the market they see as having the best return potential, which can change over time. The Fund may also invest in other financial instruments, including equities, warrants, money market instruments, deposits, cash and near cash and units in collective investments schemes, which may be managed by UBS. The Fund may use derivatives (financial instruments whose value is linked to an underlying asset or index) with the aim of increasing returns, reducing risks or minimising costs. Use of derivatives may be occasionally significant. The Fund may invest more than 35% of scheme property in government and public securities issued by a single issuer.
Benchmark
Markit iBoxx Sterling Non-Gilts Index
Objective
The investment objective of the Fund is to seek to achieve returns that are consistent with the performance of the Markit iBoxx Sterling Non-Gilts Index by predominantly investing in fixed income securities.
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UBS Asset Management United Kingdom
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