Investment Management Tube

The IM Mandate Specialists provide their insights into the challenges of 2011 and the opportunities for mandates in 2012.

UBS Dynamic Wealth Portfolio

by Thomas Kotur, UBS IM Mandate Specialist

The UBS Dynamic Wealth Portfolio held up well in 2011 by being defensively positioned. In 2012, the portfolio remains defensive but ready to take opportunities if markets trend upwards.

UBS Absolute Return

by Thomas Kotur, UBS IM Mandate Specialist

UBS Absolute Return managed to protect capital in the volatile investment environment of 2011. For 2012, the portfolio will increase investment risk when markets are less volatile.

UBS Opportunity Portfolio

by Oyvin Furustol, UBS IM Mandate Specialist

The UBS Opportunity Portfolio had a disappointing 2011 but, since inception in 2008, has delivered on its promise of outperforming equities on a currency hedged basis for a similar level of risk.

UBS Relative Return Mandates

by Gérald Berger, UBS IM Mandate Specialist

In 2011 the UBS Relative Return Mandates were hampered as financial markets were driven by political and not fundamental factors. At present in 2012, the Mandates are focusing on value in credit markets.

UBS Income Focus Portfolio

by Tomas Hilfing, UBS IM Mandate Specialist

The UBS Income Focus Portfolio had a difficult 2011 as the theme of rising interest rates did not play out. At present in 2012, the mandate retains a yield focus with dividend stocks and high yields bonds.

UBS Real Value Portfolio

by Tomas Hilfing, UBS IM Mandate Specialist

The UBS Real Value Portfolio protected investors from the worst of the crisis events in 2011. For investors concerned about instability in Europe this year the mandate continues to be attractive.