Portfolio strategy
0123 999999999 0001
Net assets (CHF)
1'252'435
Performance (YTD)
03.11.2020
Strategy & scenarios
09.10.2099
- Strategy
- Stress scenarios
Tactical asset and currency allocation
The Tactical Asset Allocation is the current overweighting or underweighting of a position to profit from short-term investment opportunities without significantly altering the long-term risk profile. Investment views are the CIO's market analyses reflecting the UBS House View.
Asset class | Investment views | Current under- / overweight |
|---|---|---|
Liquidity | ||
Bonds | ||
High investment grade | ||
Low investment grade | ||
Other | ||
Equities | ||
Global | ||
EMU | ||
Switrzerland | ||
United Kingdom | ||
United States | ||
Emerging markets |
Asset class | Investment views | Current under- / overweight |
|---|---|---|
EUR | ||
CHF | ||
SEK | ||
CAD | ||
USD | ||
AUD | ||
SGD | ||
JPY | ||
NOK | ||
TWD | ||
RUB | ||
BRL |
For illustrative purposes only. The CIO's tactical asset allocation (UBS House View) is largely reflected in the majority of UBS Manage products. Please note that the tactical asset allocation shown above can slightly deviate from UBS House View, depending on implementation considerations. Furthermore, additional special instructions are not reflected in the tactical asset allocation shown above.