C&S Core

Goal

The strategy aims to generate long-term returns through income-generating equity investments held over long periods.

Investment Strategy

The reference portfolio invests in income-generating common and preferred stocks with a long-term holding approach. The strategy may use margin, which means the portfolio can be invested above the capital contributed. Leverage magnifies both gains and losses.

Portfolio Profile

The portfolio is actively managed. The Dow Jones Industrial Average serves as the reference index. Use of leverage is subject to predefined limits and a deleveraging mechanism. The reference portfolio is rebalanced regularly.

Liquidity Management

The strategy invests in exchange-traded stocks.

Factsheets

Factsheets documenting performance and composition are available on request.

Parties Involved

UBS AG

UBS AG acts as issuer of the certificate. UBS is a global financial services firm headquartered in Switzerland.

Cura & Senectus Investment AG

Cura & Senectus Investment AG acts as Reference Portfolio Manager and distributor of the certificate. The company is a licensed asset manager based in Vaduz, Liechtenstein.

Lyons Wealth B.V.

Lyons Wealth B.V. acts as signal provider and prepares strategy descriptions, factsheets and investor updates for the certificate.

Risk Notice

Investing in the certificate involves risks, including the risk of loss of capital and the credit risk of the issuer. The reference portfolio may use leverage within predefined limits and is subject to a deleveraging mechanism. Past performance is not a reliable indicator of future results. The certificate is offered by way of private placement to professional investors only.