US Ultra-Short and Short Duration Fixed Income Strategies
Taxable and municipal strategies available through separately managed accounts.
UBS Ultra Short Strategies
US Ultra Short Bond Strategy
Objective
To seek to provide returns, over a three-year market cycle,
in excess of the ICE BofA US 3-Month Treasury Bill Index.
> Factsheet
US Ultra Short Municipal Bond Strategy
Objective
To seek to provide returns, over a three-year market cycle, in excess of
the Strategy’s benchmark. The maximum portfolio maturity is three years. For comparative purposes, the benchmark is 70% Bloomberg Barclays 1-Year Municipal Bond Index/30% ICE BofA US Treasury 0-3 months.
> Factsheet
US Ultra Short Duration Treasury Strategy
Objective
To seek to provide returns, over a year market cycle, in excess of
the ICE BofA 0-1 Year US Treasury Index.
> Factsheet
UBS Short Duration Strategies
US Short Duration Strategy
Objective
To seek to provide returns, over a year market cycle, in excess
of the ICE BofA 1 -3 Year US Treasury Note Index.
> Factsheet
US Short Duration Municipal Bond Strategy
Objective
To seek both capital appreciation and current income in providing
total return management. The benchmark is the Bloomberg Barclays Municipal 5 Year 4-6 Index Total Return.
> Factsheet
US Short Duration Treasury Strategy
Objective
To seek to provide returns, over a year market cycle, in excess
of the ICE BofA 1 Yr U.S. Treasury Bill Index (MERRIL 1YT).
> Factsheet
Important notice: Information about the US Ultra Short strategies should not be used to represent or replace information about the UBS Ultra Short Income Fund.
Mutual funds are sold by prospectus. Investors should carefully read and consider a mutual Fund's investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the Fund. You may obtain a prospectus by selecting the "Documents" tab on the UBS Ultra Short Income Fund webpage accessible above.
Performance data quoted represent past performance, and the Fund's yield will fluctuate. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Current and future portfolio holdings are subject to risk.
Special considerations:
Investors in the UBS Ultra Short Income Fund should be able to withstand short-term fluctuations in the fixed income markets in return for potentially higher returns over the long term. The value of the Fund’s portfolio changes every day and may be affected by changes in interest rates, general market conditions, and other political, social and economic developments, as well as specific matters relating to the issuers and companies in whose securities the Fund invests. Shares of Funds are not deposits or obligations of any bank or government agency and are not guaranteed by the FDIC or any other agency.
There are fees associated with investing in separately managed accounts. Portfolio returns will be reduced by advisory fees and other expenses incurred by the client. Advisory fees are described in Part II of Form ADV for UBS Asset Management (US) Inc. The investment return and principal value of an investment will fluctuate so that an investment, when redeemed, may be worth more or less than its original value. Past performance does not guarantee future results.
An investor should carefully read and consider the investment objective, risks, and charges and expenses of the strategies before investing. You may obtain information about a strategy by contacting UBS Asset Management at 212-882 5368.
Risk considerations
Investors in the strategies should be able to withstand short-term fluctuations in the fixed income markets in return for potentially higher returns over the investment duration. The value of the securities held within a strategy changes every day and can be affected by changes in interest rates, general market conditions, and other political, social and economic developments, as well as specific matters relating to the issuers and companies in whose securities the strategies invest. Securities held within the strategies are not guaranteed.
Nothing contained herein constitutes investment, legal, tax or other advice. Clients should contact their tax advisor regarding the suitability of tax-exempt investments in their portfolio.
The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information.