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Itaú Active Asset Allocation - Growth Share 3 (0P0000YJZH)

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154.632 +0.230    +0.15%
21/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 271.85M
Type:  Fund
Market:  Luxembourg
Issuer:  UBS Third Party Management Company S.A.
ISIN:  LU0690413967 
Asset Class:  Equity
Itaú Active Asset Allocation Growth share 3 154.632 +0.230 +0.15%

0P0000YJZH Overview

 
On this page you'll find an in-depth profile of Itaú Active Asset Allocation - Growth Share 3. Learn about the key management, total assets, investment strategy and contact information of 0P0000YJZH among other information.
Category

USD Moderate Allocation

Total Assets

271.85M

Expenses

Inception Date

Jan 22, 2013

Investment Strategy

The investment objective of the sub-fund is to achieve long-term capital growth of principal and income through diversified investments primarily in mutual funds and exchange traded funds (ETFs) that provide exposure to a wide spectrum of asset classes worldwide. The Sub-Fund intends to have a dynamic asset allocation among a range of asset classes in a flexible way to capture return from equity, fixed income and other sources. The Sub-Fund may use financial derivative instruments, in particular swaps, options, currency forward contracts, warrants and futures contracts and other OTC Derivatives. Furthermore, the Sub-Fund may have exposure to commodities and real estate investment and may invest, on an ancillary basis, in alternative investments, such as hedge funds.

Contact Information

Address 540 Madison Avenue, 24th Floor
New York,New York 10022
United States
Phone -

Top Executives

Name Title Since Until
Jeffrey Lombardi - 2014 Now
Michael Gelsomino - 2014 Now
Alex Polshikov - 2014 2014
Eliza Pepper - 2014 2014
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