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UBS UK OPPORTUNITIES A - Fund overview

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Overview of UBS UK OPPORTUNITIES A

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

Standard Initial Charge

4.00% 0.00%

Invest via Bestinvest

to save 4.00%

Find out how to invest

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  July, 2002
Size  £44m
Yield 1.3%
Charging basis  –
Dividends paid  Acc units only.
Bid price 59.34p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.56%
Reduction in yield (10yr) 1.56%

Bestinvest says


No information available.

Portfolio

ubs uk opportunities a asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 0%
ubs uk opportunities a equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
ubs uk opportunities a equity capitalisation illustration
Allocation Proportion
Large Caps 66%
Mid Caps 22%
Small Caps 12%

View all performance data for UBS UK OPPORTUNITIES A

Investment process


This Fund aims to achieve long-term capital growth through active management of a diversified portfolio invested primarily in UK equities.

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. Past performance or any yields quoted should not be considered reliable indicators 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; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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