UBS Managed Wealth Portfolio
A new generation of relative return investing

With UBS Managed Wealth Portfolio you gain access to a well diversified, multi asset class investment portfolio. Your portfolio comprises of up to six asset classes – liquidity, bonds, equities, hedge funds, real estate and commodities. The long term asset allocation of your portfolio, i.e. your investment strategy, is aligned to your personal risk profile and your return expectations. Four investment strategies – Fixed Income, Yield, Balanced and Growth – with distinct risk-return characteristics are available to you. The higher the equity allocation in your portfolio the higher are the risk and the potential return of your portfolio. As an option, you may choose to exclude hedge funds, real estate and commodities.

Team of specialists
You delegate the day-to-day investment decisions to an experienced team of UBS specialists.

Broad diversification
You gain access to a well diversified, multi asset class portfolio that is tailored to your personal risk profile and return expectations.

Active management
Your portfolio is actively managed allowing you to benefit from investment opportunities.

Open architecture
Your portfolio consists of instruments from leading third party and in-house investment managers.

Global / Region / Country Your portfolio is aligned to your preferred market.

Currency hedged
Your portfolio is in principle fully currency hedged.