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GEOFFREY’S MASTERCLASSES

Geoffrey Wong
Here’s how you can harness the 8th wonder of the…

 “You have to have confidence in your own abilities, but also know ...

Geoffrey Wong
Where can you get both growth and diversification?

 Compared to other asset classes, valuations are currently quite reasonable in emerging ...

Geoffrey Wong
Premiumisation: what is it, and how can you benefit?

 One of the most interesting aspects of investing in emerging markets is ...

Geoffrey Wong
The one thing you need to focus on in times…

 As an investor, it’s easy to get caught up in the major ...

Geoffrey Wong
From old to new: the EM cycle

 A characteristic of many emerging markets is the cycle of capital expenditure ...

UBS Asset Management’s MONEY Insights

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UBS Asset Management
How COVID-19 hit retirement savings across generations

Senator Jane Hume discusses the long-term implications of COVID-19 on Australia’s retirement system – who’s ...

UBS Asset Management
How have oil prices affected global investment markets?

Ongoing fears about the pandemic and falling oil prices are taking their toll on markets. ...

UBS Asset Management
The implications of China’s response to the virus

With the Chinese government taking steps to contain COVID-19, what are the economic implications? As ...

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 Australian Bond Fund

The Fund is an actively managed, diversified portfolio of largely investment grade Australian fixed income assets. The Fund aims to outperform (after management costs) the Bloomberg AusBond Composite 0+Yr Index over rolling three year periods.

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.