C&S Momentum

Goal

The strategy aims to participate in market trends by identifying and following price momentum across markets.

Investment Strategy

The strategy combines multiple filters and models that analyse price data from different markets. A hierarchical model evaluates the available statistics and generates buy and sell signals for individual positions. The portfolio is primarily invested in equities and may hold cash if signals or the economic outlook so require.

Portfolio Profile

The portfolio is rules-based and long only. The S&P 500 Index serves as the reference index. The reference portfolio is rebalanced regularly and is subject to predefined risk limits.

Liquidity Management

The strategy invests in exchange-traded equities.

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.