UBS Multi-Asset Income Class A Income
HL comment
Hargreaves Lansdown research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. This fund does not fall into either of these categories at present.
Information from the fund manager
Please note: The information in this box has been provided by, and is issued by, the fund manager and not Hargreaves Lansdown. Hargreaves Lansdown accepts no liability for the reliability or accuracy of the data provided by third parties.
HL group comment: UBS
Our view on this Fund Management Group as a whole
UBS was formed in 1998 when Union Bank of Switzerland (founded 1862) and Swiss Bank Corporation (founded 1872) merged. The company is one of the world's leading financial firms, providing a comprehensive range of services customised for individuals ranging from asset management to estate planning, and from corporate finance to investment banking and is present in major financial centres worldwide. In the UK, the firm has a number of retail funds on offer.
06-05-2009
HL sector comment: Cautious Managed
Our view on this sector
These funds blend a range of different investments to create a core holding for a portfolio. Active Managed funds tend to be the highest risk, with Cautious Managed funds for more risk-averse investors. Balanced Managed funds sit between the two. Balanced and Cautious Managed funds will usually invest in a mixture of shares and bonds, whereas Active Managed funds tend to focus more on shares. However, each fund will employ its own strategy and invest differently. Investors should look carefully at any fund they wish to buy to ensure that its risks, mix of assets and investment approach suit their needs.
09-11-2009