UBS Tactical Multi Asset Index Quiz
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UBS Tactical Multi Asset Index Quiz

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Questions and Answers

Which statement regarding UBS Tactical Multi Asset Index is correct about index credits?

  • Index credits are the same regardless of participation rates offered.
  • Index credits are not affected by account type.
  • Higher participation rates can lead to higher expected index credits. (correct)
  • Index credits depend solely on the actual performance of the account.
  • How does the historical performance used in illustrations for the UBS Tactical Multi Asset Index differ from actual performance?

  • Back-tested historical performance is less reliable than actual performance.
  • Historical performance is based on predictions rather than past data.
  • Back-tested historical performance is considered more reliable than actual performance. (correct)
  • Illustrations do not use any form of historical performance data.
  • What is true regarding account availability for UBS Tactical Multi Asset Index?

  • It can be accessed through any investment account.
  • It is restricted solely to retirement accounts.
  • It is available with most annuity contracts.
  • It is not available with Nassau growth, income accelerator, and bonus annuity contracts. (correct)
  • What is a consequence of the volatility control mechanism in the UBS Tactical Multi Asset Index?

    <p>It could lead to reduced potential upside of the index.</p> Signup and view all the answers

    What guarantee does Nassau provide regarding the availability of the UBS Tactical Multi Asset Index?

    <p>It guarantees the availability of the index for the duration of the contract.</p> Signup and view all the answers

    Study Notes

    UBS Tactical Multi Asset Index Statements

    • Higher participation rates lead to increased index credits for accounts using this index.
    • Illustrations may depict back-tested historical performance, often deemed less reliable than actual performance data.
    • UBS Tactical Multi Asset Index is not supported by Nassau growth annuity, Nassau income accelerator, and Nassau bonus annuity contracts.
    • A volatility control mechanism is employed, which may limit the potential upside returns of the index.
    • Nassau provides guarantees for the availability of this index throughout the duration of the contract.

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    Description

    Test your knowledge on the UBS Tactical Multi Asset Index with this quiz. Evaluate statements about its credits, illustrated performance, and account availability. Determine which assertions about the index are true or false.

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