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.

Equities

Equities

Equities

PDS

PDS

Fact sheet

Fact sheet

Quarterly report

Quarterly report

Financial report

Financial report

Equities

UBS Australian Share Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Equities

UBS Australian Small Companies Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Equities

UBS Australian Small Companies SIV Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

N/A

Financial report

pdf

Equities

UBS Emerging Markets Equity Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Equities

UBS Global High Conviction Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Equities

UBS-HALO Australian Share Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Equities

UBS Microcap Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Equities

UBS International Share Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Property Securities and Infrastructure

Property Securities and Infrastructure

Property Securities and Infrastructure

PDS

PDS

Fact sheet

Fact sheet

Quarterly report

Quarterly report

Financial report

Financial report

Property Securities and Infrastructure

UBS Clarion Global Infrastructure
Securities Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Property Securities and Infrastructure

UBS Clarion Global Property Securities
Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Property Securities and Infrastructure

UBS Property Securities Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Fixed income and cash

Fixed income and cash

Fixed income and cash

PDS

PDS

Fact sheet

Fact sheet

Quarterly report

Quarterly report

Financial report

Financial report

Fixed income and cash

UBS Australian Bond Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Fixed income and cash

UBS Cash Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Fixed income and cash

UBS Short-Term Fixed Income Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Fixed income and cash

UBS Diversified Fixed Income Fund          

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Fixed income and cash

UBS Global Credit Fund

PDS

N/A

Fact sheet

N/A

Quarterly report

N/A

Financial report

pdf

Fixed income and cash

UBS Income Solution Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Fixed income and cash

UBS International Bond Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

pdf

Financial report

pdf

Multi-asset

Multi-asset

Multi-asset

PDS

PDS

Fact sheet

Fact sheet

Quarterly report

Quarterly report

Financial report

Financial report

Multi-asset

UBS Balanced Investment Fund               

PDS

pdf

Fact sheet

pdf

Quarterly report

N/A

Financial report

pdf

Multi-asset

UBS Defensive Investment Fund

PDS

pdf

Fact sheet

pdf

Quarterly report

N/A

Financial report

pdf

Multi-asset

UBS Tactical Beta - Conservative

PDS

pdf

Fact sheet

pdf

Quarterly report

N/A

Financial report

pdf

Multi-asset

UBS Tactical Beta - Growth

PDS

pdf

Fact sheet

pdf

Quarterly report

N/A

Financial report

pdf

Multi-asset

UBS Tactical Beta Fund - Balanced

PDS

pdf

Fact sheet

pdf

Quarterly report

N/A

Financial report

pdf

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.

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