The Portfolio seeks to achieve long-term capital growth by investing primarily in a broadly diversified portfolio comprised of US traded equities, including international securities which trade on US exchanges. The holdings will concentrate on four basic sectors: interest sensitive, consumer products, industrial components and the commodity/resource sector. The Portfolio will generate additional returns utilizing a Covered Call Strategy. The fund’s benchmark is the S&P 500 Index.
UBS Private Wealth Management, a firm with over $1.45 trillion in client assets, brings insights, experience and expertise from around the globe in the particular needs of institutions and high net-worth individuals. Their global presence enhances their ability to identify and assess a broad array of investment opportunities.