Index-tracking investment solutions have been a core competence of UBS Asset Management for over 30 years. We have always specialized in a quality indexing approach, which has contributed to us being one of the fastest growing index managers globally.
We now manage around USD 300 billion in index assets (as of 31 December 2018), benchmarked to a wide range of equity, fixed income and commodity indices.
Our investment approach
- The Index and Portfolio Solutions investment process utilizes a full replication approach, holding all constituents where benchmark composition and size allow.
- Portfolios are managed on our state of the art proprietary indexation and risk systems.
We seek to:
- Minimize trading costs.
- Avoid price distortions caused by index changes.
- Implement active corporate governance.
For further information on what we can offer you, please get in touch.
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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