Scottish Equitable UBS Multi-Asset Income-Pen

At A Glance

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15 Aug 2014

YTD Return (Cumulative)
5 Year Return (Annualized)
Mixed Asset GBP Conservative
Manager Benchmark
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Lipper Leader Profile (Overall)

Growth of 10,000GBP since April, 2012 »

 Scottish Equitable UBS Multi-Asset Income-Pen

The Growth of 10,000GBP chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund PromoterAegon
Portfolio ManagerUBS Global Asset Management Funds Ltd
Launch Date15 Feb 2012
Geographical FocusUnited Kingdom
Redemption Current0.00%
Redemption Max--
Redemption Min--

Fees, Expenses, & Minimums

Early Redemption Fee--
Initial Current0.00%
Initial Max--
Initial Min--
Regular Investments--
Irregular Investments--
Total Net Assets0.20  M GBP
Total Net Assets Date31 Jul 2014
Annual Current Charge1.75%
Annual Max Charge--
Annual Min Charge--

Investment Strategy

The fund seeks to provide an income through a globally diversified multi-asset portfolio of investments. Capital growth will not be a primary consideration, although opportunities for growth may occur if market conditions are favourable. The fund may use derivatives in a number of ways to achieve its objectives.

Overall Lipper Leaders Ratings & Fund Profile »

Total Return
Consistent Return
Capital Preservation
Low Expense

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »


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Quick Fund Facts

This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
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