The UBS Clarion Global Infrastructure Securities Fund (the Fund), which was jointly launched in 2016 by UBS Asset Management and CBRE Clarion Securities (CBRE Clarion), has been given a "Recommended" rating by Zenith Investment Partners1 (Zenith). The fund offers investors a combination of stability, income and growth through easy access to the infrastructure market and enhanced diversification.
In giving this rating, Zenith noted the Fund's consistent and robust investment process and ability to leverage off the resources of the broader CBRE Group. Zenith also noted the global presence of the Fund's analysts, greatly enhancing the team's ability to conduct on-the-ground analysis providing greater market insight, a favourable characteristic of the Fund.
The Fund is managed by a team of nine and led by CBRE Clarion's Infrastructure Chief Investment Officer, Jeremy Anagnos. CBRE Clarion has a solid track record and is a long-time partner of UBS Asset Management. UBS extended its existing relationship with CBRE Clarion when it launched this global infrastructure fund.
Jeremy Anagnos commented: “Awareness of infrastructure as a benefit to mixed-asset portfolios continues to gather momentum in markets around the world. We are excited about the outlook for 2017 and believe listed infrastructure offers a compelling investment case with current income and rising earnings.” A combination of UBS' and CBRE Clarion's experience, robust investment processes and dedicated teams allow us to deliver the Fund's objectives and provide investors the opportunity to easily gain diversified, global exposure to infrastructure securities.
Head of UBS Asset Management Bryce Doherty added: "Zenith's ratings provide a rigorous endorsement of the quality and success of our approach. The Fund continues to offer investors exposure to globally listed infrastructure securities, aiming to generate an attractive mix of capital growth and income yield".
Caroline Gurney UBS Media Relations Australasia +61 2 9324 3335 (M) +61 403 279 605
JEREMY ANAGNOS BIOGRAPHY
Jeremy Anagnos is the Chief Investment Officer of CBRE Clarion’s Infrastructure business and is a member of the firm’s Management and Global Investment Policy Committees. Mr. Anagnos has over 21 years of real asset investment management experience.
Prior to joining CBRE Clarion Securities, Mr. Anagnos served as Co-Chief Investment Officer of CBRE Global Real Estate Securities, LLC. Mr. Anagnos was a founder of the securities group and assisted in raising over $3 billion in assets as well as overseeing the group’s global investment and operations team.
During his career, Mr. Anagnos has worked in various management and research positions with LaSalle Investment Management in Baltimore and Amsterdam as well as with Deutsche Bank in London.
BRYCE DOHERTY BIOGRAPHY
Bryce Doherty was appointed Head of UBS Asset Management in Australia & New Zealand in September 2013. In this role he has responsibility for the management and strategic development of the Institutional and Wholesale business in Australia and New Zealand. He reports to René Buehlmann, Head of Asia Pacific, UBS Asset Management.
Bryce was previously Head of Wholesale for Australia & New Zealand, with responsibility for growing our business across advice dealer groups and financial advisers.
Bryce joined UBS in May 2011. Prior to this, he was the Head of Wholesale at BT Investment Management in Australia where he worked for 6 years.
Bryce has held various roles within the Australian finance industry including; Treasury analyst, Investment Writer, Communications Manager and Business Development Manager.
UBS ASSET MANAGEMENT
UBS Asset Management (UBS) is a large scale asset manager with well diversified businesses across regions, capabilities and distribution channels, with invested assets of $873 billion globally at 30 September 2016. In Australia, UBS was established in 1986 and has invested assets of $31 billion at 30 September 2016. UBS provides investment management solutions to private clients, financial intermediaries and institutional investors across the world. UBS Asset Management is truly a global asset manager with presence in 22 countries through local office or joint venture.
To meet the needs of our clients, UBS Asset Management offers a diverse range of investment capabilities and styles. We offer equity, fixed income and multi-asset capabilities. UBS Asset Management has a history of investment expertise, delivery and execution in the investment management industry. We aim to combine the latest in portfolio construction, risk management, product development and investment knowledge.
