Fixed Income

A globally oriented service for a globally integrated world

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From traditional to alternative – whatever your risk profile is, our Fixed Income range is designed to offer you a broad spectrum of capabilities even under the most challenging market conditions. By utilizing a range of investment vehicles and benchmarks, we can tailor our offering to meet your needs.

Delivering the best of our capabilities to you

A truly integrated Fixed Income capability, offering deep expertise across a broad range of assets and markets, combined with strong risk management and delivery via products across the full credit and maturity spectrum and serving a diverse client base.

Fixed Income solutions include:

  • Money market and short duration
  • Global
  • Regional
  • Extended sector
  • Unconstrained

They encompass Fixed Income strategies:

  • Single-sector strategies such as government and corporate bond portfolios
  • Multi-sector strategies, including core and core plus bond
  • Extended sector strategies which cover high yield and emerging market debt
  • Opportunistic Fixed Income and currency strategies

Why UBS for fixed income

Breadth and depth of expertise across fixed income markets, serving a diverse client base

People

  • Connecting global expertise with deep local knowledge, 100+ investment professionals in 9 key market segments
  • Unique insights gained from extensive work with central banks, sovereigns, policymakers and other official institutions

Process

  • Combining top-down macro views with bottom-up security selection
  • Supported by sector experts forecasting more than 300 factors across fixed income markets
  • Time-tested, diversified drivers of performance emphasizes multiple independent alpha sources
  • Dedicated career credit analyst platform with integrated ESG research

Products

  • Managing more than USD 253 billion globally1
  • Vast range of successful and award-winning global strategies

Performance

  • 84% of fixed income fund assets have outperformed peers over rolling three year period2
  • Leading Fund House in Europe
  • #1 foreign asset manager in China3
  • Refinitiv Lipper Fund awards (Global Dynamic)
  • Citiwire AAA rating award (Global Corporates)

Source: UBS Asset Management

Note: Past performance is not a reliable indicator of future results. The return may increase or decrease as a result of currency fluctuations, if the fund is denominated in a currency different from the investor’s reference currency. The performance shown does not take account of any commissions, entry or exit charges.

1 As of 31 August 2019

2 Percentage of active fund assets above benchmark (gross of fees) / peer median. Based on the Universe of European domiciled active wholesale funds available to UBS's wealth management businesses and other wholesale intermediaries as of 30 September 2019. Source of comparison versus peers: Thomson Reuters LIM (Lipper Investment Management). Source of comparison versus benchmark: UBS. Universe represents approximately 60% of all active fund assets and 16% of all actively managed assets (including segregated accounts) in these asset classes globally.

3 Z-Ben Advisors, 2019 China Rankings, the top foreign firms in China, April 2019

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For further information on what we can offer you, please get in touch.