UBS L Equity USA Growth USD EUR Hedged Accumulation (E4I0)

Overview

UBS L Equity USA Growth USD EUR Hedged Accumulation is an accumulation share class of an actively managed equity fund based in Luxembourg. This fund focuses on investing primarily in a well-diversified portfolio of selected US growth stocks spanning various sectors. The main objective is to achieve substantial capital growth while taking into account factors such as liquidity and security. The EUR hedged feature serves to minimize currency risk for Euro-based investors by providing protection against fluctuations between the US Dollar-denominated assets and the Euro, which facilitates more stable performance for European investors. As an accumulation class, this fund automatically reinvests dividends and income, thereby compounding returns over time without making periodic distributions.

The fund is an integral component of international portfolios that seek exposure to the dynamic US growth equity market. It offers professional active management aimed at identifying high-potential companies, particularly within sectors including technology, healthcare, and consumer discretionary. With an emphasis on long-term capital appreciation, it is designed for investors who are interested in participating in the growth spurred by the US economy while also minimizing foreign exchange volatility through effective hedging strategies.

Products and Services

• Actively Managed Equity Fund

  This product features a professional management team that selects stocks with high growth potential, aiming to outperform standard benchmarks and capitalize on emerging trends and opportunities in the market.

• Diversified Portfolio of US Growth Stocks

  Investors benefit from a varied selection of stocks across multiple sectors, reducing individual stock risk while giving exposure to the booming US growth market.

• EUR Hedging Strategy

  This service is geared towards Euro-based investors, mitigating risks related to currency fluctuations between the US Dollar and the Euro. It helps ensure performance stability for European investors, making the fund more appealing.

• Accumulation Share Class

  This share class automatically reinvests income and dividends back into the fund, enabling a compounding effect for returns without the need for investors to manage periodic distributions themselves.

• Professional Research and Analysis

  The fund management team employs rigorous research and financial analysis to identify and invest in high-potential companies, focusing on long-term value creation.