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UBS Global Allocation Trust
161 Bay Street, Suite 4000
Canada Trust Tower, Brookfield Place
Phone: (416) 681-5200p:416 681-5200 Toronto, ON  M5J 2S1  Canada Ticker: GAT.UNGAT.UN
This company is no longer actively traded on any major stock exchange.
Business Summary
UBS Global Allocation Trust (the Fund) is an investment trust. The Fund’s investment objective is to maximize total return for unit holders consisting of interest and dividend income and capital appreciation. The Fund invests the net proceeds of the offering in a portfolio of securities selected employing the Global Securities Portfolio. The Global Securities Portfolio includes active global asset allocation across seven asset classes of global stocks and bonds; active security selection, based on a price/intrinsic value methodology used across all markets worldwide, and an active global currency overlay. The Fund invests the assets in the portfolio in seven asset classes: the United States equities, international equities, emerging markets equities, the United States bonds/fixed income, international bonds/fixed income, high-yield bonds/fixed income and emerging markets bonds/fixed income. UBS Global Asset Management (Canada) Inc. is the manager of the Fund.
(Source: ARS)

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
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Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
6/30/201312/31/2012Yes----

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board of the Manager Shawn K.Lytle 1/1/2010 1/1/2010
Chief Compliance Officer, Legal Counsel and Corporate Secretary of the Manager Thomas D.Johnston
Head, Canada and Director of the Manager MarcelLarochelle
Officer - Client Service and Sales of the Manager DanielPrimeau

General Information
Outstanding Shares: 2,277,975 (As of 6/30/2013)
Stock Exchange: TSE
Fax Number: (416) 681-5100


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Sunday, July 23, 2023