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UBS Sustainable Development Bank Bond Fund Class P (UDBPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
9.38-0.03 (-0.32%)
As of 08:05AM EST. Market open.
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UBS Sustainable Development Bank Bond Fund Class P

UBS FUNDS

C/O UBS GLOBAL ASSET MANAGEMENT (AMERICA

CHICAGO IL 60606

Management Information
Marco Bontognali,Lead Manager since June 29, 2022
Marco Bontognali is a portfolio manager within the Index Fixed Income team and a Director at UBS Asset Management. In this role, he is responsible for managing a range of passive strategies. Mr. Bontognali joined UBS Asset Management in 2018. Prior to this, he worked in Vontobel Asset Management where he managed Swiss Franc and global fixed income portfolios including sustainable investment strategies.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Bond-USD Hedged
Fund FamilyUBS Asset Management
Net Assets73.13M
YTD Return-11.92%
YieldN/A
Morningstar Rating★★★★
Inception DateOct 23, 2018

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseUDBPXCategory Average
Annual Report Expense Ratio (net)0.00%0.73%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.94%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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