UBS Global Frontier A
UBS Global Asset Management Americas Inc One North Wacker Drive Chicago, IL 60606
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Phone: 800-647-1568
| Category: | World Allocation | | Fund Family: | UBS Global Asset Management | | Net Assets: | 56.54M | | Year-to-Date Return: | 44.31% | | Yield: | 1.69% | | Morningstar Rating: | N/A | | Fund Inception Date: | 26-Jul-07 |
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Curt Custard
Lead Manager since
30-Apr-09 | | | Custard is a managing director and has been head of Global Investment Solutions at UBS Global Asset Management since March 2008. Custard is also a member of the UBS Global Asset Management Executive Committee. Prior to joining UBS Global Asset Management, Custard was global head of multi-asset solutions at Schroders since 2004. Prior to this, Custard was chief investment officer of the multi-asset and balanced business of Allianz Global Investors in London since 2000. Custard is a CFA charterholder. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to obtain superior long-term returns on capital. The fund principally invests directly or indirectly in equity and fixed-income securities and other financial instruments to gain exposure to issuers located within and outside the United States. The fund normally allocates the exposure of the assets between fixed-income securities and equity securities. The fund may invest directly in such securities and financial instruments and/or indirectly in such investments by investing in shares of open-end investment companies. |
| Last Dividend
(18-Dec-08):
| 0.12 | | Last Cap Gain
(19-Dec-07):
| 0.07 | | Annual Holdings Turnover
| 148.00% | | Average for Category:
| 100.80% |
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| Expense | BGFAX | Category
Avg | | Total Expense Ratio: | %
| 1.19% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.50%
| 4.93% | | Max Deferred Sales Load: | %
| 2.22% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $695 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,081 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,177 |
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0.15% Nasdaq 
0.10%
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