PDS, reports & forms

In Australia, UBS Asset Management offers a range of Australian equities, international equities, property securities, fixed income and multi-asset funds. We also offer a range of Australian and global ETFs, click here for further information about our ETFs. 

 

PDS

PDS Additional
Information

Application
Form

Monthly report

Quarterly report

Fact sheet

Fund flyer

Financial report

Equities

 

 

 

 

 

 

 

 

UBS Australian Share Fund

pdf (PDF, 645 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 449 KB)

pdf (PDF, 156 KB)

pdf (PDF, 449 KB)

N/A

pdf (PDF, 1 MB)

UBS Australian Small Companies Fund

pdf (PDF, 657 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 560 KB)

pdf (PDF, 170 KB)

pdf (PDF, 560 KB)

pdf (PDF, 408 KB)

pdf (PDF, 1 MB)

UBS Australian Small Companies SIV Fund

pdf (PDF, 715 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 1 MB)

N/A

pdf (PDF, 1 MB)

pdf (PDF, 1 MB)

pdf (PDF, 1 MB)

UBS Global High Conviction Fund

pdf (PDF, 665 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 589 KB)

pdf (PDF, 186 KB)

pdf (PDF, 589 KB)

N/A

pdf (PDF, 1 MB)

UBS-HALO Australian Share Fund

pdf (PDF, 655 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 512 KB)

pdf (PDF, 155 KB)

pdf (PDF, 512 KB)

N/A

pdf (PDF, 1 MB)

UBS Microcap Fund

pdf (PDF, 636 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 538 KB)

pdf (PDF, 156 KB)

pdf (PDF, 538 KB)

pdf (PDF, 434 KB)

pdf (PDF, 1 MB)

UBS International Share Fund

pdf (PDF, 675 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 518 KB)

pdf (PDF, 165 KB)

pdf (PDF, 518 KB)

N/A

pdf (PDF, 1 MB)

Property Securities and Infrastructure

 

 

 

 

 

 

 

 

UBS Clarion Global Infrastructure Securities Fund

pdf (PDF, 734 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 541 KB)

pdf (PDF, 165 KB)

pdf (PDF, 541 KB)

pdf (PDF, 428 KB)

pdf (PDF, 1 MB)

UBS Clarion Global Property Securities Fund

pdf (PDF, 718 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 550 KB)

pdf (PDF, 156 KB)

pdf (PDF, 550 KB)

N/A

pdf (PDF, 1 MB)

UBS Global Property Securities Fund

pdf (PDF, 654 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

N/A

pdf (PDF, 174 KB)

pdf (PDF, 430 KB)

N/A

pdf (PDF, 1 MB)

UBS Property Securities Fund

pdf (PDF, 682 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 528 KB)

pdf (PDF, 163 KB)

pdf (PDF, 528 KB)

N/A

pdf (PDF, 1 MB)

Fixed income and cash

 

 

 

 

 

 

 

 

UBS Australian Bond Fund

pdf (PDF, 685 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 643 KB)

pdf (PDF, 198 KB)

pdf (PDF, 643 KB)

pdf (PDF, 480 KB)

pdf (PDF, 1 MB)

UBS Cash Fund

pdf (PDF, 690 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 532 KB)

pdf (PDF, 185 KB)

pdf (PDF, 532 KB)

N/A

pdf (PDF, 1 MB)

UBS Cash Plus Fund

pdf (PDF, 710 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 572 KB)

pdf (PDF, 195 KB)

pdf (PDF, 572 KB)

pdf (PDF, 410 KB)

pdf (PDF, 1 MB)

UBS Diversified Fixed Income Fund

pdf (PDF, 722 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 584 KB)

pdf (PDF, 209 KB)

pdf (PDF, 584 KB)

pdf (PDF, 468 KB)

pdf (PDF, 1 MB)

UBS Global Credit Fund

pdf (PDF, 642 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

N/A

N/A

N/A

N/A

pdf (PDF, 1 MB)

UBS Income Solution Fund

pdf (PDF, 636 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 621 KB)

pdf (PDF, 173 KB)

pdf (PDF, 621 KB)

pdf (PDF, 513 KB)

pdf (PDF, 1 MB)

UBS International Bond Fund

pdf (PDF, 721 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 521 KB)

pdf (PDF, 166 KB)

pdf (PDF, 521 KB)

N/A

pdf (PDF, 1 MB)

Multi-asset

 

 

 

 

 

 

 

 

UBS Balanced Investment Fund

pdf (PDF, 677 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 487 KB)

N/A

pdf (PDF, 487 KB)

N/A

pdf (PDF, 1 MB)

UBS Defensive Investment Fund

pdf (PDF, 833 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 461 KB)

N/A

pdf (PDF, 461 KB)

N/A

pdf (PDF, 1 MB)

UBS Tactical Beta - Conservative

pdf (PDF, 696 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 531 KB)

N/A

pdf (PDF, 531 KB)

pdf (PDF, 369 KB)

pdf (PDF, 1 MB)

UBS Tactical Beta - Growth

pdf (PDF, 750 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 543 KB)

N/A

pdf (PDF, 543 KB)

pdf (PDF, 369 KB)

pdf (PDF, 1 MB)

UBS Tactical Beta Fund - Balanced

pdf (PDF, 686 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)

pdf (PDF, 538 KB)

N/A

pdf (PDF, 538 KB)

pdf (PDF, 369 KB)

pdf (PDF, 1 MB)

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. 

Important information

This website is intended for persons resident in Australia. UBS Asset Management (Australia) Ltd ABN 31 003 146 290, AFS Licence No. 222605 is the product issuer. 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 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.