Ubs International is trading at 10.34 as of the 28th of November 2024; that is 0.58% increase since the beginning of the trading day. The fund's open price was 10.28. Ubs International has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Ubs International Sustainable are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities. Under normal market conditions, the fund invests primarily in issuers organized or having their principal place of business outside the United States or doing a substantial amount of business outside the United States. More on Ubs International Sustainable
Ubs International Sustainable [BNUEX] is traded in USA and was established 28th of November 2024. Ubs International is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of UBS Asset Management family. This fund currently has accumulated 156.86 M in assets under management (AUM) with minimum initial investment of 2 M. Ubs International is currently producing year-to-date (YTD) return of 7.66% with the current yeild of 0.01%, while the total return for the last 3 years was 2.01%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ubs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ubs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ubs International Sustainable Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ubs International Sustainable Mutual Fund Constituents
Ubs International financial ratios help investors to determine whether Ubs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ubs with respect to the benefits of owning Ubs International security.