Multi-Asset Funds

Outcome-orientated solutions

Investing in a UBS multi-asset fund can deliver superior risk-adjusted returns through diversification. Multi-asset funds are single funds which invest in a variety of asset classes with different underlying characteristics, including equities, bonds, property and potentially alternative assets such as hedge funds.

We believe the key to success is choosing a multi-asset manager that has the skills and experience to identify opportunities across the investment universe over a full economic cycle. Key to this process is their ability to thoroughly understand an investment’s potential risk and its subsequent impact on the overall risk of the portfolio.

Heritage

Asset allocation is our heritage. Globally we have been managing multi-asset strategies since 1982 and have over 20 years experience as a multi-manager in Australia.

Global breadth, local knowledge

We build portfolios for Australian clients using the investment ideas generated by our global team of investment professionals.

Innovative

We seek to deliver innovative and outcome-orientated solutions to meet different client needs.

UBS Global Asset Management offers the following selection of multi-asset funds. To help you with selecting a suitable fund for your investment strategy, the table below summarises the funds' key attributes.

 

Tactical Beta funds

Balanced/Defensive Investment funds

Dynamic Alpha Strategy Fund A

Market exposure ("Beta")

Yes

Yes

No

Asset allocation

Yes

Yes

Yes

Security selection

No

Yes

No

Currency exposure

Yes

Yes

Yes

Performance objective

Relative to benchmark

Relative to benchmark

Absolute