STRATEGIES FOR THE NEW INVESTOR REALITY, REVEALED
UBS Asset Management
UBS Asset Management in Australia provides a comprehensive range of investment styles and strategies to institutional investors, financial advisers, wholesale and retail investors. Drawing on its 30-year heritage, UBS Asset Management strives to deliver outcome-orientated investment solutions for our clients, underpinned by a team-based approach and disciplined risk management.
UBS Asset Management products
UBS Diversified Fixed Income Fund
The Fund is an actively managed, diversified portfolio of Australian and global fixed income assets. The Fund aims to outperform (after management costs) the Benchmark (50% Bloomberg Barclays Global Aggregate Index (A$ hedged), 50% Bloomberg AusBond Composite 0+ Yr Index), over rolling three year periods.
UBS Emerging Markets Equity Fund
The Fund is an actively managed fund investing in a high conviction portfolio of 25 – 35 emerging markets equities. The Fund aims to provide a total return consisting of capital growth and income that outperforms (after management costs) the MSCI Emerging Markets Net Total Return Index over a rolling full market cycle (normally 3 – 5 years).
UBS Australian Small Companies Fund
The Fund is an actively managed fund investing in a portfolio of 30 – 60 Australian small company equity securities across a range of industry sectors. The Fund aims to outperform (after management costs) the S&P/ASX Small Ordinaries Accumulation Index over rolling five year periods.
UBS Clarion Global Infrastructure Securities Fund
The Fund is an actively managed fund investing in globally listed infrastructure securities across a range of geographic regions and infrastructure sectors which may include utilities, transportation, energy infrastructure and communication infrastructure.