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UBS(Lux) BS Glb Infl Lnkd$ I-A3-acc (0P00014MU0)

133.94 +0.29 (+0.22%)
At close: September 4 at 4:00 PM EDT

Fund Summary

UBS(Lux) BS Glb Infl Lnkd$ I-A3-acc

33A, avenue J.-F. Kennedy, L-1855 Luxembourg
+352-441 0101

Fund Overview

Category --
Fund Family UBS Fund Management (Luxembourg) S.A.
Net Assets --
YTD Return 2.63%
Yield 0.00%
Morningstar Rating
Inception Date Dec 10, 2012

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover -41.13%
Average for Category --

Fees & Expenses

Expense 0P00014MU0 Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Kevin Zhao is the lead portfolio manager on all active Global Sovereign and Currency strategies. In this role he is responsible for all investment decisions taken for and implemented in these strategies. He is a member of the Fixed Income Investment Forum. Kevin joined UBS Asset Management in October 2011. He previously worked at Union Bancaire Privée where he was Senior Portfolio Manager, Absolute Return from 2009 to 2011. Prior to this, Kevin worked at Goldman Sachs Asset Management for a total of 14 years, from 2004 to 2008 and from 1993 to 2003 in a number of senior fixed income portfolio management roles, including Head of European Fixed Income and Head of Global Short Duration. During 2003 and 2004 he was a senior global macro trader at Brevan Howard Asset Management.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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