UBS US 130/30 Equity Fund

Tom Digenan

Fund Manager
Tom Digenan

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

For more information
Call 0800 587 2111
or email brokerdesk@ubs.com
Telephone calls may be recorded