Ubs Global Allocation Fund Quote
| BNGLX Fund | USD 12.10 0.01 0.08% |
PerformanceStrong
| Odds Of DistressLow
|
Ubs Global is trading at 12.10 as of the 20th of July 2025; that is 0.08% down since the beginning of the trading day. The fund's open price was 12.11. Ubs Global has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund will invest in securities and derivatives to gain exposure to equity, fixed income, and alternative asset class securities, including, but not limited to, convertible bonds and real estate securities, including real estate investment trusts and real estate operating companies. More on Ubs Global Allocation
Moving together with Ubs Mutual Fund
Ubs Mutual Fund Highlights
| Fund Concentration | UBS Asset Management Funds, Large Blend Funds, World Allocation, UBS Asset Management (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Ubs Global Allocation [BNGLX] is traded in USA and was established 20th of July 2025. Ubs Global is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under World Allocation category and is part of UBS Asset Management family. This fund currently has accumulated 172.05 M in assets under management (AUM) with no minimum investment requirementsUbs Global Allocation is currently producing year-to-date (YTD) return of 7.35% with the current yeild of 0.02%, while the total return for the last 3 years was 7.97%.
Check Ubs Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ubs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ubs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ubs Global Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ubs Global Allocation Mutual Fund Constituents
| EMB | iShares JP Morgan | Etf | Emerging Markets Bond | |
| EMPTX | Ubs Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| LQD | iShares iBoxx Investment | Etf | Corporate Bond | |
| PHDTX | Pace High Yield | Mutual Fund | High Yield Bond | |
| RSP | Invesco SP 500 | Etf | Large Blend | |
| USHY | iShares Broad USD | Etf | High Yield Bond |
Ubs Global Allocation Risk Profiles
| Mean Deviation | 0.3442 | |||
| Standard Deviation | 0.4595 | |||
| Variance | 0.2111 | |||
| Downside Variance | 0.2696 |
Ubs Global Against Markets
Other Information on Investing in Ubs Mutual Fund
Ubs Global financial ratios help investors to determine whether Ubs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ubs with respect to the benefits of owning Ubs Global security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
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| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
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