 |
|
|
|
|
|
|
|
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
|
|
|
|
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
|
|
|
|
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
|
|
|
|
|
||||
|
||||
|
||||
|
||||
Investment products
Overview
At UBS Global Asset Management, we translate original, fundamental research into our investment capabilities. This dynamic process of creating client solutions helps ensure that we meet our clients’ needs in a constantly changing market environment, always with the goal of providing superior risk-adjusted results.
Our investment products for private clients
Separately Managed Accounts
Our separately managed accounts program, Private Wealth SolutionsSM, offers over 30 distinct portfolios with a wide array of investment strategies, including; 1
Single Strategy Portfolios: focused on a single investment strategy.
Multi-Asset Portfolios (MAPs): strategically designed and diversified accounts that invest across two or more complementary asset classes and/or investment styles.
Strategic MAPs are rebalanced in alignment with target allocations.
Active MAPs employ active asset allocation, allowing for asset class adjustments and portfolio rebalancing based on forward-looking research.
Mutual Funds
2
UBS Global Asset Management offers two families of funds that include:
UBS Funds: The UBS Funds are managed by the investment management teams of UBS Global Asset Management.
UBS PACESM Select Advisors Trust: A comprehensive consulting solution using mutual fund portfolios. Each PACESM Select Portfolio represents a distinct investment style and is subadvised by one or more top-tier investment advisors. The Funds are available individually or as part of a mutual fund wrap-fee program.
1 Private Wealth Solutions investment minimums vary by portfolio. There are fees associated with investing in separately managed accounts.
2 The UBS Funds and UBS PACE Select Advisors Funds offer Class A, B, C, and Y shares. The Funds are offered on the PACE Multi platform. The Funds have a minimum investment of $1,000, daily liquidity, are exchangeable within the same class of shares and are portable to certain broker/dealers. Class P shares, which are used for the PACE Select mutual fund program, have a minimum investment of $10,000.
Terms of Use | Privacy Statement
Products and services in these webpages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information.
© UBS 1998-2009. All rights reserved.
