130/30 funds seek to provide excess returns over the benchmark index, known as alpha, with a level of risk similar to the benchmark. They aim to deliver higher returns to investors by capitialising both on overpriced and underpriced stock opportunities.
- The UBS US 130/30 Equity Fund is an actively managed diversified portfolio invested primarily in US equities, equity instruments and derivatives
- The Fund is managed by the same team and utilises the same process as the successful UBS US Equity Fund
- Long-term track record in US equity investing and over two years track record in US 130/30 investment