UBS US GROWTH A - Fund overview

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Overview of UBS US GROWTH A

This mirrors the US based fund "UBS AG Large Cap Select Growth" fund. Its investment universe is the 1000 largest companies listed in the US.

Standard Initial Charge

4.00% 0.00%

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Fund summary

Sector	North America
Product type	OEIC
Launched	November, 2008
Size	£66m
Yield	0.0%
Charging basis	INCOME
Dividends paid	Acc units only
Bid price	84.42p

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	2.10%
Reduction in yield (10yr)	2.10%

Bestinvest says

No information available.

Portfolio

ubs us growth a asset allocation illustration

Allocation		Proportion

	Equity	97%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	3%

ubs us growth a equity geographic illustration

Allocation		Proportion

	UK	0%
	Europe	10%
	Nth America	90%
	Japan	0%
	Pacific	0%
	Other Equity	0%

ubs us growth a equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	20%
	Small Caps	0%

View all performance data for UBS US GROWTH A

Investment process

The fund is looking for capital growth by investing primarily into US large (not mega) caps. It aims to purchase companies with strong growth prospects or in companies where the manager feels their growth prospects are misunderstood by the market.

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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