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)  Online application

pdf (PDF, 469 KB)

pdf (PDF, 155 KB)

pdf (PDF, 469 KB)

N/A

pdf (PDF, 1 MB)

UBS Australian Small Companies Fund

pdf (PDF, 657 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 595 KB)

pdf (PDF, 168 KB)

pdf (PDF, 595 KB)

pdf (PDF, 470 KB)

pdf (PDF, 1 MB)

UBS Australian Small Companies SIV Fund

pdf (PDF, 715 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 542 KB)

N/A

pdf (PDF, 542 KB)

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)  Online application

pdf (PDF, 613 KB)

pdf (PDF, 189 KB)

pdf (PDF, 613 KB)

N/A

pdf (PDF, 1 MB)

UBS-HALO Australian Share Fund

pdf (PDF, 655 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 540 KB)

pdf (PDF, 155 KB)

pdf (PDF, 540 KB)

N/A

pdf (PDF, 1 MB)

UBS Microcap Fund

pdf (PDF, 636 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 556 KB)

pdf (PDF, 152 KB)

pdf (PDF, 556 KB)

pdf (PDF, 442 KB)

pdf (PDF, 1 MB)

UBS International Share Fund

pdf (PDF, 675 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 540 KB)

pdf (PDF, 168 KB)

pdf (PDF, 540 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)  Online application

pdf (PDF, 563 KB)

pdf (PDF, 165 KB)

pdf (PDF, 563 KB)

pdf (PDF, 498 KB)

pdf (PDF, 1 MB)

UBS Clarion Global Property Securities Fund

pdf (PDF, 718 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 577 KB)

pdf (PDF, 165 KB)

pdf (PDF, 577 KB)

N/A

pdf (PDF, 1 MB)

UBS Global Property Securities Fund

pdf (PDF, 654 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

N/A

pdf (PDF, 166 KB)

pdf (PDF, 452 KB)

N/A

pdf (PDF, 1 MB)

UBS Property Securities Fund

pdf (PDF, 682 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 493 KB)

pdf (PDF, 162 KB)

pdf (PDF, 493 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)  Online application

pdf (PDF, 650 KB)

pdf (PDF, 198 KB)

pdf (PDF, 650 KB)

pdf (PDF, 491 KB)

pdf (PDF, 1 MB)

UBS Cash Fund

pdf (PDF, 690 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 547 KB)

pdf (PDF, 185 KB)

pdf (PDF, 547 KB)

N/A

pdf (PDF, 1 MB)

UBS Cash Plus Fund

pdf (PDF, 710 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 572 KB)

pdf (PDF, 190 KB)

pdf (PDF, 572 KB)

pdf (PDF, 425 KB)

pdf (PDF, 1 MB)

UBS Diversified Fixed Income Fund

pdf (PDF, 722 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 599 KB)

pdf (PDF, 208 KB)

pdf (PDF, 599 KB)

pdf (PDF, 885 KB)

pdf (PDF, 1 MB)

UBS Global Credit Fund

pdf (PDF, 642 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

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)  Online application

pdf (PDF, 638 KB)

pdf (PDF, 174 KB)

pdf (PDF, 638 KB)

pdf (PDF, 524 KB)

pdf (PDF, 1 MB)

UBS International Bond Fund

pdf (PDF, 721 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 531 KB)

pdf (PDF, 166 KB)

pdf (PDF, 531 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)  Online application

pdf (PDF, 502 KB)

N/A

pdf (PDF, 502 KB)

N/A

pdf (PDF, 1 MB)

UBS Defensive Investment Fund

pdf (PDF, 833 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 477 KB)

N/A

pdf (PDF, 477 KB)

N/A

pdf (PDF, 1 MB)

UBS Tactical Beta - Conservative

pdf (PDF, 696 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 544 KB)

N/A

pdf (PDF, 544 KB)

pdf (PDF, 374 KB)

pdf (PDF, 1 MB)

UBS Tactical Beta - Growth

pdf (PDF, 750 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 560 KB)

N/A

pdf (PDF, 560 KB)

pdf (PDF, 374 KB)

pdf (PDF, 1 MB)

UBS Tactical Beta Fund - Balanced

pdf (PDF, 686 KB)

pdf (PDF, 597 KB)

pdf (PDF, 481 KB)  Online application

pdf (PDF, 554 KB)

N/A

pdf (PDF, 554 KB)

pdf (PDF, 374 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.