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UBS Global Asset Management in Australia provides investment products and services to institutional Investors, intermediaries and private clients. UBS Global Asset Management is a leading asset manager in Australia with offices in Sydney, Melbourne, Perth and Brisbane. Its clients include superannuation (pension) funds, financial institutions, corporates, financial intermediaries and private clients.
UBS offer a comprehensive range of investment fund products across all major asset classes. For some time, UBS Global Asset Management has made its extensive capabilities accessible to Australian retail Investors and offers sector specific funds in cash, fixed income and equities, both domestic and international as well as a variety of multi-sector balanced funds.
UBS Global Asset Management is committed to being a major player in wholesale investment funds across the globe. Australia is one of our key markets and, accordingly, we are delighted to offer a range of funds to suit the needs of individuals and financial advisers alike. UBS offer a broad range of equity strategies across the style spectrum and with varying return and risk objectives. Country, regional and global strategies are available to retail/wholesale and institutional clients worldwide.
UBS’ equity capabilities are grouped into three investment pillars:
- Core/Value;
- Growth Investors; and
- Structured Equities.
Each pillar offers distinctive strategies, a unique heritage and enduring style attributes. Every pillar offers dedicated teams of experts who are passionate about their distinctive investment approaches.
Continuously Protected
UBS HALO (High Alpha Long Only)
| Portfolio Code |
LUBSHCP |
| Investment Manager |
UBS Global Asset Management |
| Strategy |
Active |
| Benchmark |
S&P/ASX 200 Accumulation Index |
| Investment Objective |
To provide Investors with a total return in excess of the S&P/ASX 200 Accumulation Index over the course of a market cycle. |
| Description |
The model is suited to Investors who want exposure to a more concentrated portfolio of Australian equities listed on the ASX.
The strategy should be viewed on a medium term investment horizon.
|
| Asset Allocation Ranges |
Aust Equities: 0 – 100%
Cash: 0 – 100%
|
| No of Securities |
20 |
| Investment Timeframe |
5 years + |
|
Investment Fee
(% pa inc GST)
|
0.60* |
|
Performance Fee
(% pa inc GST)
|
N/A |
| Customisation |
No |
| Min Investment Amount |
$25,000 |
| Continuous Protection |
Yes |
|
Continuous Protection
Premium (inc GST)
|
Initial: 0.65%
Ongoing: 0.715% pa
|
| About The Manager |
UBS Global Asset Management |
|
Actively Managed
UBS HALO (High Alpha Long Only)
| Portfolio Code |
LUBSAEF |
| Investment Manager |
UBS Global Asset Management |
| Strategy |
Active |
| Benchmark |
S&P/ASX 200 Accumulation Index |
| Investment Objective |
To provide Investors with a total return in excess of the S&P/ASX 200 Accumulation Index over the course of a market cycle. |
| Description |
The model is suited to Investors who want exposure to a more concentrated portfolio of Australian equities listed on the ASX. The strategy should be viewed on a medium term investment horizon. |
| Asset Allocation Ranges |
Aust Equities: 90 – 100%
Cash: 0 – 10%
|
| No of Securities |
20 |
| Investment Timeframe |
5 years + |
|
Investment Fee
(% pa inc GST)
|
0.60 |
|
Performance Fee
(% pa inc GST)
|
N/A |
| Customisation |
No |
| Min Investment Amount |
$25,000 |
| Continuous Protection |
No |
| About The Manager |
UBS Global Asset Management |
|
UBS Australian Small Companies
| Portfolio Code |
LUBSSCO |
| Investment Manager |
UBS Global Asset Management |
| Strategy |
Active |
| Benchmark |
S&P/ASX 300 Small Ordinaries Accumulation Index |
| Investment Objective |
To provide Investors with a total return in excess of the S&P/ASX 300 Small Ordinaries Accumulation Index over the course of a market cycle. |
| Description |
The model is suited to Investors that want exposure to a well diversified portfolio of Australian small capitalisation equities listed on the ASX. The strategy should be viewed on a medium term investment horizon. |
| Asset Allocation Ranges |
Aust Equities: 95 – 100%
Cash: 0 – 5%
|
| No of Securities |
25-35 |
| Investment Timeframe |
5 years + |
|
Investment Fee
(% pa inc GST)
|
0.80 |
|
Performance Fee
(% pa inc GST)
|
N/A |
| Customisation |
No |
| Min Investment Amount |
$25,000 |
| Continuous Protection |
No |
| About The Manager |
UBS Global Asset Management |
|
UBS Property Securities
| Portfolio Code |
LUBSSPSF |
| Investment Manager |
UBS Global Asset Management |
| Strategy |
Active |
| Benchmark |
S&P/ASX 300 Property Accumulation Index |
| Investment Objective |
To provide Investors with a total return in excess of the S&P/ASX 200 Property Accumulation Index when measured over rolling three year periods via an actively managed investment strategy. |
| Description |
The model is suited to Investors that want exposure to a well diversified portfolio of property securities listed on the ASX. The strategy should be viewed on a medium term investment horizon. |
| Asset Allocation Ranges |
A-REITS: 90 – 100%
Cash: 0 – 10%
|
| No of Securities |
10-20 |
| Investment Timeframe |
5 years + |
|
Investment Fee
(% pa inc GST)
|
0.60 |
|
Performance Fee
(% pa inc GST)
|
N/A |
| Customisation |
No |
| Min Investment Amount |
$25,000 |
| Continuous Protection |
No |
| About The Manager |
UBS Global Asset Management |
|
|
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