About BPGLX
UBS Global Allocation Fund Class P is a multi-asset mutual fund designed to maximize total return by seeking both capital appreciation and current income. The fund employs a diversified global investment approach, allocating assets across a broad spectrum of equities, fixed income securities, and alternative investment vehicles. Its portfolio typically consists of investments in common stocks, corporate and government bonds, exchange-traded funds, and short-term instruments, reflecting its flexible strategy that spans developed and emerging markets alike.
Notable for holding over 300 individual securities and maintaining a dynamic portfolio turnover rate, the fund allocates to top holdings such as international equity investments and high-yield bond funds. Its risk profile, balanced by exposure to different asset classes and geographies, is intended to provide resilience across varying market conditions. UBS Global Allocation Fund Class P plays a significant role for investors seeking a single solution for global diversification and risk spreading, adapting allocation targets based on evolving market outlooks and opportunities. With its focus on total return and broad asset mix, the fund is positioned as a core holding for diversified global portfolios.
Fund Family UBS Asset Management
Category Flexible Portfolio
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BPGLX
Share Class Class P
Index MSCI AC World NR USD
BPGLX had a total return of 18.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.43%.
