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Renditechancen von Aktien wahrnehmen, bei gleichzeitiger Reduktion des Aktienengagements bei schlechterem "Börsenwetter". Die UBS Systematic Allocation Portfolio Fonds sind dynamische Anlageprodukte, welche sehr flexibel in die globalen Märkte investieren.
Mithilfe eines strukturierten Analysemodells des Chief Investment Office von UBS Wealth Management werden systematisch Daten gesammelt und analysiert, die für die Beurteilung von Konjunktur und Aktienmärkten wichtig sind. Je nach „Wetterlage“ an den Aktienmärkten ergibt sich ein Signal. Entweder negativ, positiv oder sehr positiv. Bei einem negativen Signal wird in den Fonds die Aktienquote auf das Minimum reduziert, oder die Quote wird beibehalten, wenn sie bereits auf dem Minimum ist. Bei einem positiven Signal wird die Aktienquote auf eine mittlere Stufe erhöht, und bei einem sehr positiven Signal wird der maximal zulässige Aktienanteil ausgeschöpft.
Die Fonds werden abgestimmt auf das Risikoprofil des Anlegers in drei unterschiedlichen Varianten angeboten. Der «Defensive» mit geringem maximalen Aktienanteil, der «Medium» mit ausgewogenem Verhältnis zwischen Aktien und Anleihen, und der «Dynamic» mit hohem maximalen Aktienanteil.
Weitere Informationen zu den UBS Systematic Allocation Portfolio Fonds finden Sie unter den untenstehenden Link.
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