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, 779 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 437 KB)

pdf (PDF, 154 KB)

pdf (PDF, 437 KB)

N/A

pdf (PDF, 1 MB)

UBS Australian Small Companies Fund

pdf (PDF, 789 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 510 KB)

pdf (PDF, 169 KB)

pdf (PDF, 510 KB)

pdf (PDF, 420 KB)

pdf (PDF, 1 MB)

UBS Australian Small Companies SIV Fund

pdf (PDF, 713 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 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, 663 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 577 KB)

pdf (PDF, 173 KB)

pdf (PDF, 577 KB)

N/A

pdf (PDF, 1 MB)

UBS-HALO Australian Share Fund

pdf (PDF, 819 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 459 KB)

pdf (PDF, 156 KB)

pdf (PDF, 459 KB)

N/A

pdf (PDF, 1 MB)

UBS Microcap Fund

pdf (PDF, 738 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 484 KB)

pdf (PDF, 155 KB)

pdf (PDF, 484 KB)

pdf (PDF, 464 KB)

pdf (PDF, 1 MB)

UBS International Share Fund

pdf (PDF, 916 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 506 KB)

pdf (PDF, 166 KB)

pdf (PDF, 506 KB)

N/A

pdf (PDF, 1 MB)

Property Securities and Infrastructure

 

 

 

 

 

 

 

 

UBS Clarion Global Infrastructure Securities Fund

pdf (PDF, 933 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 483 KB)

N/A

pdf (PDF, 483 KB)

pdf (PDF, 425 KB)

pdf (PDF, 1 MB)

UBS Clarion Global Property Securities Fund

pdf (PDF, 716 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 499 KB)

pdf (PDF, 160 KB)

pdf (PDF, 499 KB)

N/A

pdf (PDF, 1 MB)

UBS Global Property Securities Fund

pdf (PDF, 652 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

N/A

pdf (PDF, 176 KB)

pdf (PDF, 416 KB)

N/A

pdf (PDF, 1 MB)

UBS Property Securities Fund

pdf (PDF, 679 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 423 KB)

pdf (PDF, 163 KB)

pdf (PDF, 423 KB)

N/A

pdf (PDF, 1 MB)

Fixed income and cash

 

 

 

 

 

 

 

 

UBS Australian Bond Fund

pdf (PDF, 840 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 522 KB)

pdf (PDF, 202 KB)

pdf (PDF, 522 KB)

N/A

pdf (PDF, 1 MB)

UBS Cash Fund

pdf (PDF, 859 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 455 KB)

pdf (PDF, 187 KB)

pdf (PDF, 455 KB)

N/A

pdf (PDF, 1 MB)

UBS Cash Plus Fund

pdf (PDF, 961 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 481 KB)

pdf (PDF, 194 KB)

pdf (PDF, 481 KB)

N/A

pdf (PDF, 1 MB)

UBS Diversified Fixed Income Fund

pdf (PDF, 720 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 523 KB)

pdf (PDF, 156 KB)

pdf (PDF, 523 KB)

pdf (PDF, 435 KB)

pdf (PDF, 1 MB)

UBS Global Credit Fund

pdf (PDF, 712 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

N/A

N/A

N/A

N/A

pdf (PDF, 1 MB)

UBS Income Solution Fund

pdf (PDF, 714 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 496 KB)

pdf (PDF, 177 KB)

pdf (PDF, 496 KB)

pdf (PDF, 479 KB)

pdf (PDF, 1 MB)

UBS International Bond Fund

pdf (PDF, 911 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 496 KB)

pdf (PDF, 167 KB)

pdf (PDF, 496 KB)

N/A

pdf (PDF, 1 MB)

Multi-asset

 

 

 

 

 

 

 

 

UBS Balanced Investment Fund

pdf (PDF, 774 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 465 KB)

N/A

pdf (PDF, 465 KB)

N/A

pdf (PDF, 1 MB)

UBS Defensive Investment Fund

pdf (PDF, 1 MB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 441 KB)

N/A

pdf (PDF, 441 KB)

N/A

pdf (PDF, 1 MB)

UBS Tactical Beta - Conservative

pdf (PDF, 820 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 471 KB)

N/A

pdf (PDF, 471 KB)

pdf (PDF, 360 KB)

pdf (PDF, 1 MB)

UBS Tactical Beta - Growth

pdf (PDF, 747 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 482 KB)

N/A

pdf (PDF, 482 KB)

pdf (PDF, 360 KB)

pdf (PDF, 1 MB)

UBS Tactical Beta Fund - Balanced

pdf (PDF, 683 KB)

pdf (PDF, 454 KB)

pdf (PDF, 659 KB)

pdf (PDF, 479 KB)

N/A

pdf (PDF, 479 KB)

pdf (PDF, 360 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 023 043. 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.