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Change to fund name and investment policy – UBS (Lux) Money Market Fund

UBS has announced a change to the fund name and investment policy of its UBS (Lux) Money Market Fund (the “Fund”) which will take effect 26 November 2021.

Available in our open-architecture products

The Fund features in our open-architecture products and will be subject to changes detailed in the UBS notification document opposite.

 

Available in our defined fund range products

The Fund can be found in our defined fund range products Oracle, Paragon, Quantum, RSP (including Malaysia variants), LifePlan, LifePlan Lebanon, Protected Lifestyle and Protected Lifestyle Lebanon. A summary of the changes to the fund name are detailed in the tables below. 

 

Current fund nameNew fund name

UBS (Lux) Money Market AUD

UBS (Lux) Money Market CHF

UBS (Lux) Money Market EUR

UBS (Lux) Money Market GBP

UBS (Lux) Money Market USD

UBS (Lux) Money Market AUD Sustainable

UBS (Lux) Money Market CHF Sustainable

UBS (Lux) Money Market EUR Sustainable

UBS (Lux) Money Market GBP Sustainable

UBS (Lux) Money Market USD Sustainable

 

UBS have added some new sections to their investment policy, specifically relating to the profile of a typical investor which outlines the new focus on ESG characteristics. 

 

You can view a copy of the UBS notification document opposite for a detailed breakdown of all the changes. 

 

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For more information about UBS Funds visit www.ubs.com

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