UBS Multi-Asset Income Fund

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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The fund has returned 3.28 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.2%
1 Year 3.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks to provide risk-managed income as its primary objective over the long term. Under normal or neutral market conditions, the Advisor will allocate approximately 65% of the fund's total assets to fixed income investments, 20% of the fund's assets to equity investments of companies in developed (including the United States) or emerging markets countries and 15% of the fund's assets to US and non-US real estate securities (including REITs).


Fees are Above Average compared to funds in the same category.
UBS Multi-Asset Income Fund has an expense ratio of 0.95 percent.

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Risk is N/A compared to funds in the same category according to Morningstar.

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Conservative Allocations

Highest Returns (10-year)

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