UBS Active Bond B Gr Inc
Latest (Mid) Price:
GBX 51.40
Day Change:
+0.04%
| Shares Class | Inc. |
|---|---|
| Yield | 2.00 |
| Total Expense Ratio | 0.69 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 6,800,000.00 | Launch Date | 01/04/2005 | Standard Initial Charge (%) | 4.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.40 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 0.69 |
| ISIN | GB00B06GJW60 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 0.6000 (on 31/03/2013) |
Fund Objective
The Fund aims to achieve returns by investing in a diversified portfolio of predominantly investment grade UK and Global bonds. The Fund will seek to maximise the returns by the active management of duration and investment grade risk whilst minimising where possible the risk of capital loss.
Fund Managers
Simon Foster
Simon Foster is the UK Fixed Income Capabilities Manager, the main point of contact for all sterling fixed income client issues, working closely with the sterling fixed income team and the UK multi-asset team. In addition, He is a member of the UK strategy group, which is responsible forsetting and implementing policy for portfolios with UK components. Simon is also a member of the Fixed Income Portfolio Management team, specialising in the management of the bond allocation within UK multi-asset portfolios, index tracking funds, and sterling cash bench marked funds. He joined UBS Global Asset Management in 1998. Prior to this he undertook a one year University Placement with a private client fund manager. He holds the Investment Management Certificate (IMC).
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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