UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity (USD) -(EUR hedged) P-acc- Capitalisation (C300)

Overview

UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity (USD) -(EUR hedged) P-acc- is an actively managed equity mutual fund based in Luxembourg. This fund aims for long-term capital appreciation by focusing on investments primarily in equities from global emerging markets. It employs a disciplined and fundamental bottom-up stock selection process to identify investment opportunities. Designed for euro-based investors, this share class is denominated in USD and features currency hedging to euros, which helps mitigate exchange rate fluctuations. The fund operates on a capitalisation basis, meaning that all dividends are automatically reinvested into the fund.

Benchmarking against the MSCI Emerging Markets Index, the fund maintains significant allocations to critical regions such as China, Republic of Korea, Taiwan, India, and Brazil. It takes overweight positions in sectors including financial services, information technology, and consumer discretionary. Investing in this fund typically involves established companies like Taiwan Semiconductor Manufacturing, Samsung Electronics, and PDD Holdings. Managed by UBS Asset Management, it aims to target quality firms that are driving structural changes in emerging economies while skillfully navigating the inherent volatility and associated risks of these markets through active portfolio adjustments.

Products and Services

• Equity Mutual Fund

  This actively managed fund focuses on global emerging markets equities, designed for investors seeking long-term growth opportunities within these dynamic regions.

• Currency Hedging

  The fund features currency hedging to euros for euro-based investors, effectively minimizing the impact of exchange rate fluctuations on investment returns.

• Capitalisation-Based Investment

  Adopting a capitalisation approach, this fund automatically reinvests dividends, enabling compounding growth and enhancing the overall investment return over time.

• Active Management

  Managed by UBS Asset Management, the fund employs a disciplined, bottom-up stock selection process, allowing for active adjustments to the portfolio in response to market changes and opportunities.

• Regional and Sector Strategy

  The fund strategically allocates investments across key emerging markets and sectors, including financial services, information technology, and consumer discretionary, to capture growth in high-potential areas.

• Benchmarking

  By using the MSCI Emerging Markets Index as a benchmark, the fund strives to exceed market performance while maintaining an informed investment strategy focused on growth.

• Top Holdings

  Investments usually include leading companies such as Taiwan Semiconductor Manufacturing, Samsung Electronics, and PDD Holdings, which are recognized for their potential to generate substantial returns.