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UBS GLOBAL EQUITY TRACKER A LF - Fund overview

No Bestinvest rating


Overview of UBS GLOBAL EQUITY TRACKER A LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. UBS GLOBAL EQUITY TRACKER A LF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  August, 1999
Size  £525m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 149.52p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge
Total expense ratio 0.00%
Reduction in yield (10yr) 0.00%

Bestinvest says


No information available.

Portfolio

ubs global equity tracker a lf asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
ubs global equity tracker a lf equity geographic illustration
Allocation Proportion
UK 60%
Europe 10%
Nth America 23%
Japan 5%
Pacific 2%
Other Equity
ubs global equity tracker a lf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Global Equity Tracker fund invests in a range of UK and international equities. The target split between markets is 60% in UK equities, 40% in overseas equities. The Global Equity Tracker fund aims to match the performance of the FTSE All-Share Index for UK equities and the relevant FTSE World ex UK Developed Index for the overseas equity region, measured in sterling.

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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