UBS Asset Management United States Please confirm you are a US resident to proceed.

UBS US Bond

Objective

Maximize total return, consisting of both capital appreciation and income, by investing in a wide range of US investment grade (at the time of purchase) fixed income securities.

Benchmark

Barclays Capital US Aggregate Bond Index

Investment process

  • Combine quantitative analysis with experienced judgment to assess entire fixed income universe, including sectors, maturity intervals, quality and coupon segments, and specific fixed income securities.
  • Analysis of interest rate sensitivity, maturity mix, sector valuation, as well as security-specific research.
  • Seek to minimize relative portfolio risk by strict diversification limits and risk control.

 

Fixed income strategies are primarily subject to all the investment risks associated with bonds and other fixed income securities. Bonds are subject to interest rate and credit risk. Strategies that invest in high yield bonds are subject to greater volatility and potential loss of principal. Strategies that invest in foreign and emerging market bonds are subject to special risks that are not normally associated with domestic investment, including possible adverse currency fluctuations and political, social and economic risks. There can be no assurance that any strategy will achieve its objective.