PDS and reports
In Australia, UBS Asset Management offers a range of Australian equities, international equities, property securities, fixed income and multi-asset funds. See below for more information about our funds.
Offer documents
Please ensure you have read the following PDS and additional information before completing the application form. The PDS Additional Information booklet and application forms apply to all funds.
PDS updates
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Notification of re-issue of UBS Short-Term Fixed Income Fund product disclosure statement (PDS)
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Notification of re-issue of UBS Cash-Plus Fund product disclosure statement (PDS)
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UBS Tactical Beta Fund - Balanced - Fund changes 20 March 2020
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UBS Tactical Beta Fund - Conservative - Fund changes 20 March 2020
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UBS Tactical Beta Fund - Growth - Fund changes 20 March 2020
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UBS Tactical Beta Fund - Balanced - Fund changes 12 March 2020
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UBS Tactical Beta Fund - Conservative - Fund changes 12 March 2020
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UBS Tactical Beta Fund - Growth - Fund changes 12 March 2020
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UBS Microcap Fund and UBS Australian Small Companies Fund - performance fee update 21 January 2020
The offers to which the Product Disclosure Statements in the table above relate are only available to persons receiving a copy (paper copy, electronically or otherwise) in Australia.
Information that is not materially adverse information is subject to change from time to time and may be updated by means described in any UBS Product Disclosure Statement. The updated information can be obtained at any time by visiting this website or by calling our Client Service Team on
freecall 1800 572 018. A paper copy of any updated information will be provided without charge on request.
Disclaimer
This website is intended for persons resident in Australia only and should not be relied upon by persons from any other jurisdiction. UBS Asset Management (Australia) Ltd ABN 31 003 146 290, AFS Licence No. 222605 is the product issuer of investment funds listed on this website. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Any potential investor should consider the relevant product disclosure statement (PDS) in deciding whether to acquire, or continue to hold units in a fund. Please consult your financial adviser. Past performance is not a reliable indicator of future performance.
Offer not to persons outside Australia
The PDS does not constitute an offer or invitation in any jurisdiction other than in Australia. Applications from outside Australia will not be accepted through the PDS. The funds are not intended to be sold to US Persons as defined under Regulation S of the US federal securities laws.
Read more about our privacy policy and UBS AM Principles of Internal Governance and Asset Stewardship.
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