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

US Balanced Portfolio

Objective

Maximize total return, consisting of capital appreciation and current income, by investing in a wide range of US stocks and bonds.

Benchmark

65% Russell 3000, 30% Barclays Capital U.S. Aggregate and 5% Merrill Lynch U.S. High Yield Cash Pay Constrained.

Investment philosophy

  • Interaction between investors and financial markets can generate substantial and unsustainable discrepancies between certain securities' market prices and their intrinsic values.
  • Price to intrinsic value discrepancies create opportunities to add value through active portfolio management.

Investment process

  • Seek out price to intrinsic value discrepancies at asset class, regional, country, sector, sub-sector and individual security levels.
  • Monitor strategy on ongoing basis.
  • Rebalance portfolio with risk and return considerations in mind.
  • Base investment decisions on comprehensive analysis of forward-looking investment fundamentals and the collective judgment of global investment teams.

 

 

Multi-asset strategies are subject to all the investment risks associated with stocks and bonds. Stocks have shown greater growth potential than other types of securities, but they have also shown greater volatility and risk of loss. Bonds are subject to interest rate and credit risk. Strategies that invest in smaller cap stocks, high yield bonds and foreign or emerging market stocks and bonds are subject to greater volatility and potential loss of principal. There can be no assurance that any strategy will achieve its objective. Asset allocation and rebalancing can not ensure gains or prevent losses from occurring.