Equities

Equity investments from a global player

Our equity investment specialists offer deep rooted expertise. Operating within small, dynamic teams, they provide a range of strategies to meet the changing needs of clients. From quantitative to growth to intrinsic value strategies, we aim to deliver predictable outcomes in an increasingly changeable and challenging world.


Delivering the best of our capabilities to you

We offer actively managed solutions which encompass:

  • Global, regional and single country strategies with varying risk and return attributes from intrinsic value, growth and quantitative teams
  • Large-cap, small-cap and mid-cap equity, long only and a number of long-short equity funds
  • In addition, we offer a number of sector, thematic and other specialized strategies

We are also one of the world's largest managers of Index and Rules Based portfolios. If you are looking for a passive investment approach, we offer:

  • Standard, broad index-tracking portfolios
  • Less-traditional strategies such as alternative index and smart beta

Our flexibility and expertise means we can tailor our offering to meet your specific needs.


 

Our expertise

Experienced and trusted

Investment knowledge, risk management, portfolio construction and implementation. This has been at the heart of our approach for over 30 years.

Globally connected, locally rooted

Our investment teams are located all over the world, bringing you deep and unique local insight, working together within a wide global framework.

Get the best – and keep them

We recruit and employ talented individuals globally. We strive to hire, train and keep the best people in the industry with us.


 

Our investment approach

Rational & well-reasoned

There are no short cuts. A thoughtful, well-reasoned equity investment approach is the best way we can achieve investment success for you.

Research-based process

Our disciplined, research-driven investment processes provide you with the solid foundation you need.

Trust for the long term

We partner with you to build a long-term, trust-based relationship. Our goal is to deliver the best investment results for you.


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

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

© UBS 1998 - 2020. All rights reserved