UBS Opportunity Portfolio
Securing more opportunities for my assets
UBS Opportunity Portfolio is a mandate solution with an ambitious goal: the highest possible returns with a level of risk comparable to that of an equity portfolio.
With UBS Opportunity Portfolio, you task our experts with leaving no stone unturned when it comes to managing your assets the way you want them managed. What makes it so special is the fact that our investment specialists harness the sources of return in the financial markets at many different levels; not just via equity investments, but also through innovative financial instruments developed for you.
Global market opportunities
UBS Opportunity Portfolio is diversified over many different asset classes: equities, bonds, hedge funds, real estate, commodities, etc. Our experts manage the portfolio actively and can change the composition at any time should our analysts detect changes in the market. This way, you do not miss out on short- and medium-term opportunities.
Promising investment themes On the financial markets, the first are rarely the last. Over the long term, investors who identify promising sectors and market trends early on fare better. Innovative financial instruments
Investors looking for growth generally invest in equities. There are other sources of return, however, and in order to access these, one of the elements our experts work with is derivatives. These instruments make it possible to set the level of risk hence the earnings opportunities of an investment at the desired level. The return sources of various types of investments can thus be accessed in an optimum manner. Exclusive instruments otherwise not accessible for private investors can often also be used here.
Independent sources of return UBS Opportunity Portfolio exploits efficiently functioning markets in a cost-efficient manner via products that replicate these markets on a one-to-one basis. In addition, we look for fund managers across the globe who consistently outperform comparable indices thanks to their selection skills. Exploiting the alpha they generate represents an additional, nonmarket dependent source of income.
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