UBS Global Allocation Fund Class A is a mutual fund focused on delivering a balance of capital appreciation and current income through a flexible, globally diversified portfolio. Designed as a global allocation fund, it invests across a broad range of asset classes—including equities, fixed income, and alternative assets—utilizing both securities and derivatives. While at least 65% of assets are allocated to at least three different countries (including the United States), the fund typically maintains a moderate risk profile suited to investors seeking growth and income while managing volatility. The fund’s strategy draws from a blend of core/value equity and fixed income approaches, and it actively adjusts allocations in response to macroeconomic and market developments. With notable exposure to sectors such as international equities, government and corporate bonds, and real estate securities, UBS Global Allocation Fund Class A serves as a comprehensive solution for investors seeking diversified global exposure and professional asset allocation management within a single vehicle. Established in 1997, it caters to individuals aiming for long-term total returns and portfolio resilience within the dynamic global marketplace.
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