Fees & Purchase Info for UBS US Allocation C (KPAAX)

Fund Inception Date: Jul 22, 1992

  • Fees & Expenses

    Maximum Sales Fees
    Initial —
    Deferred 1.00%
    Redemption 1.00%
    Total Cost Projections per $10,000
    1 year $271.00
    3 year $530.00
    5 year $913.00
    Taken from prospectus dated 08/31/2009
    Maximum Fees
    Administrative —
    Management 0.50%
    Actual Fees
    12b-1 1.00%
    Management 0.47%
    Expense Ratio 1.68%
    (Taken from annual report dated 08/31/2008)

  • Purchase Information

    Minimum Investments
    Initial $1,000.00
    Additional $100.00
    Initial IRA —
    Additional IRA —
    Initial AIP $1,000.00
    Additional AIP $50.00
    Correspondence Information
    UBS Global Asset Management
    c/o UBS Global Asset Management (US) Inc
    51 West 52nd St
    New York NY 10019
    United States
    Phone: 800-647-1568
                  —
     Web: www.ubs.com

  • Fund Management

    Managers

    Curt Custard
    Start Date: 04/30/2009
    Custard is a managing director and has been head of Global Investment Solutions at UBS Global Asset Management since March 2008. Custard is also a member of the UBS Global Asset Management Executive Committee. Prior to joining UBS Global Asset Management, Custard was global head of multi-asset solutions at Schroders since 2004. Prior to this, Custard was chief investment officer of the multi-asset and balanced business of Allianz Global Investors in London since 2000. Custard is a CFA charterholder.
    Andreas Koester
    Start Date: 10/30/2009
    Koester is head of Multi-Asset Solutions, Europe of Schroders. He has been an employee of SIMNA Ltd. since 2005. Prior to that Koester served as senior portfolio manger of AXA Investment Managers from 2001 to 2005. Koester holds the Chartered Financial Analyst designation.

    Advisors

    UBS Global Asset Mgmt Americas Inc

    Subadvisors