UBS US Equity

Select share classes
There is only one type of share class for this fund.

UBS US Equity Fund Class C Accumulation Shares (Net)

Category US Large-Cap Blend Equity



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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

252.06p

arrow-up0.45p (+0.18%)

Fund Code

UBEQA

B7V68L2

GB00B7V68L26

Prices updated as at 27 Mar 2024
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Prices in GBX

Investment objective
The Fund aims to grow the value of investors investment and outperform the S&P 500 Index after charges over the medium to long term (3 to 5 years). The Fund invests at least 80% in US equities. The Fund may also invest in other equities, bonds, warrants, money market instruments, deposits, currencies, cash and near cash and other funds. The Fund may use derivatives to invest in these assets including forward and future contracts, swaps, options and repurchase agreements for efficient portfolio management only.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerJoseph Elegante, Adam Jokich, Joyce Kim
252.87
196.47
Fund comparative indexS&P 500 TR GBP
North America
0.15
0.84
0.19
0.00
US Large-Cap Blend Equity
0
Fund providerUBS Asset Management Funds Ltd
Share class launch date15 Aug 2012
£172.03m
-
0.20
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.