UBS PACE Alternative Strategies C
c/o UBS Global Asset Management (US) Inc 51 West 52nd St New York NY 10019
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Phone: 800-647-1568
| Category: | World Allocation | | Fund Family: | UBS Global Asset Management | | Net Assets: | 7.13M | | Year-to-Date Return: | 9.46% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Apr-06 |
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Dennis M. Bein
Lead Manager since
03-Apr-06 | | | Bein is a chief investment officer and a portfolio manager, has been a member of the U.S. equity team since joining Analytic 12 years ago. He is responsible for management and oversight of the implementation of the firm's investment strategies. Prior to joining Analytic Investors, Dennis was a senior consultant for AG Risk Management, Analysis Group's investment consulting subsidiary. Dennis holds Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests in equity securities of US and non-US companies of various market capitalizations. It also invests in fixed income securities issued by companies and government and supranational entities around the world. The fund may invest a significant portion of assets in the stocks of companies in particular economic sectors. It is nondiversified. |
| Last Dividend
(18-Dec-07):
| 0.05 | | Last Cap Gain
(17-Dec-08):
| 0.07 | | Annual Holdings Turnover
| 423.00% | | Average for Category:
| 100.80% |
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| Expense | PASOX | Category
Avg | | Total Expense Ratio: | %
| 1.19% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.93% | | Max Deferred Sales Load: | 1.00%
| 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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0.99% Nasdaq 
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