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: | 64.75M | | Year-to-Date Return: | -26.65% | | Yield: | 0.39% | | Morningstar Rating: | N/A | | Fund Inception Date: | 26-Jul-07 |
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Edwin Denson
Lead Manager since
31-Dec-07 | | | Denson is head of Asset Allocation with overall responsibility for the investment strategy of all multi-asset strategies and funds. He is a senior member of the Asset Allocation and Currency Committee and the Dynamic Alpha Strategy Sub-Committee of UBS Global Asset Management. In 2008, he was a senior asset allocation analyst with responsibility for setting strategy for a number of multi-asset funds including Dynamic Alpha Strategies (DAS) and Global Securities Portfolio (GSP). |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | 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. The fund is nondiversified. |
| Last Dividend
(19-Dec-07):
| 0.03 | | Last Cap Gain
(19-Dec-07):
| 0.07 | | Annual Holdings Turnover
| 84.00% | | Average for Category:
| 52.20% |
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| Expense | BGFAX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.20% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.39% | | 3 Yr Expense Projection*: |
$1,061 | $700 | | 5 Yr Expense Projection*: |
$N/A | $1,084 | | 10 Yr Expense Projection*: |
$N/A | $2,148 |
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11.08% Nasdaq 0.00%
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