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Morningstar

UBS ETRACS BgCstMtCdy(CMCI)TtlRetETNSerB UCIB

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub

Morningstar’s Analysis UCIB

Will UCIB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UCIB’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the UCIB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of UCIB’s parent organization’s priorities and whether they’re in line with investors’ interests.

UBS ETRACS BgCstMtCdy(CMCI) TtlRetETNSerB’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UCIB

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  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings —