The UBS Retiree Balanced Index is a rules-based multi-asset index that offers exposure to sectors and industries that may benefit from increased spending driven by the rapidly aging U.S. population. The Index implements a strategy that combines exposure to U.S. equities and fixed income and seeks to adapt to various market conditions.

Key characteristics

Bloomberg Ticker CSEAREB5 <Index>
Category Dynamic asset allocation
Return Type Excess return (it reflects the return of components net of the cost of funding)
Currency USD
Live Date July 30, 2020
Index Fees 0.5% p.a. deducted daily
Asset Class U.S. Multi-Asset

* Retirees are defined as U.S. people aged 65 and older.


Please refer to the Selected risk considerations for additional information on the Index.