Multi-Asset
Multi-Asset Income Fund
A flexible multi-asset portfolio targeting a sustainable income stream by combining equities, bonds and alternatives with active risk management.
Download factsheetFund summary
A flexible multi-asset portfolio targeting a sustainable income stream by combining equities, bonds and alternatives with active risk management.
The strategy is managed by a dedicated team within UBS Asset Management, drawing on the firm's global research platform and integrated risk-management framework.
Performance
Annualised returns net of ongoing charges, as at the most recent month-end. Past performance is not a reliable indicator of future results and the value of investments can fall as well as rise.
YTD
+5.0%
1 year
+9.3%
3 years
+5.5% p.a.
5 years
+6.2% p.a.
Investment profile
| Characteristic | Detail |
|---|---|
| Asset class | Multi-asset |
| Base currency | USD |
| Benchmark | Composite (60% equity / 40% bond) |
| Inception date | 21 June 2017 |
| Fund size | USD 2.6bn |
| Ongoing charges | 0.74% |
| Minimum investment | USD 5,000 |
| Liquidity | Daily |
| Risk indicator | 4 of 7 |
Sustainability
ESG & sustainability
ESG factors are integrated at the asset-allocation and security-selection level. The fund applies norms-based and sector exclusions and is classified as Article 8 under the EU SFDR.