UBS PACE Glbl Real Estate Investments C
c/o UBS Global Asset Management (US) Inc 51 West 52nd St New York NY 10019
Map
Phone: 800-647-1568
| Category: | Global Real Estate | | Fund Family: | UBS Global Asset Management | | Net Assets: | 150.00K | | Year-to-Date Return: | 22.72% | | Yield: | 0.26% | | Morningstar Rating: | N/A | | Fund Inception Date: | 22-Jan-07 |
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David Kruth
Lead Manager since
18-Aug-06 | | | Kruth is a senior portfolio manager with Goldman Sachs, his employer since April 2005. Previously, he worked for nearly 8 years at Citigroup and AllianceBernstein as portfolio manager and senior equity analyst for the global real estate securities funds. For 9 years prior to this, David worked at Lend Lease Real Estate Investments (aka. The Yarmouth Group) where he made investments in commercial and retail property directly and through private operating companies. |
| 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 total return. The fund primarily invests in real estate investment trusts ("REITs") and other real-estate related securities. It invests at least 80% of net assets in securities of companies in the real estate industry. The fund normally invests in the securities of issuers located in a number of different countries throughout the world. The fund may maintain exposure to real estate related securities of issuers in the United States and in at least three countries outside the United States. |
| Last Dividend
(17-Dec-08):
| 0.01 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 127.00% | | Average for Category:
| 70.50% |
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| Expense | PREEX | Category
Avg | | Total Expense Ratio: | %
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.97% | | Max Deferred Sales Load: | 1.00%
| 2.03% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $767 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,248 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,524 |
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0.10% Nasdaq 
0.27%
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