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.