UBS Global Allocation YBPGLX

Morningstar Rating

Fund Research and Analysis

by Jonathan Rahbar

UBS Global Allocation is rebounding, but there's also been an uncomfortable amount of management turnover.

This complex world-allocation fund has seen a slew of management changes. First, after more than seven years as the lead manager, Brian Singer Read more

Kudos

Reasonable expenses. Read more

Risks

Following the departure of the fund's lead manager in December 2007, the management team has experienced multiple changes.

Spotty security selection in the fund's fixed-income and international-stock sleeves has been a concern.

Management's out-of-favor bets have weighed on the fund's returns in recent years.

Subpar performance during growth-led markets. Read more

Strategy

This fund has long had one of the category's most conservative asset allocations, but it can take an aggressive posture when management thinks it's warranted. Its equity stake consists primarily of large-value Read more

Management

The fund draws on the resources of multiple equity and fixed-income teams at UBS. After seven years at the helm and nearly 20 years at UBS, lead manager and CIO of UBS' Global Investment Solutions group Brian Singer left UBS in March 2008. Then, at Read more

Inside Scoop

This fund's steady eye on valuation drives every aspect of its asset-allocation and security-selection processes. That value bent has caused it to lag in growth-led rallies, Read more

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