UBS Asset Management launches the Future Leaders Small Cap Strategy in Australia

Sydney, 17 August, 2022 - UBS Asset Management ('UBS AM') is pleased to announce the launch of the Future Leaders Small Cap Strategy in Australia. This actively managed global strategy of 40 to 60 small cap "future leader" stocks is designed to provide investors with exposure to high quality companies, selected around three long-term thematic categories, including digital transformation, heath and societal transformation, and sustainable transformation. The strategy seeks to identify winners early and capture emerging and durable growth.

UBS defines future leaders as smaller companies with the potential to disrupt traditional business models, capitalise on emerging trends, and have the potential to create new markets or transform legacy businesses. These companies are often in the introduction and growth stages of their lifecycle and have accelerating sales and earnings growth, expanding margins, and improving financial profiles. Future leaders are also often competitively differentiated, target large market opportunities and are supported by an entrepreneurial culture.

Co-Portfolio Manager of the Future Leaders Small Cap Strategy and Senior Investment Analyst, David Sullivan, said: "This is an exciting addition to the portfolio of strategies that UBS Asset Management offers investors in Australia. Small caps are a great asset class to build a thematic strategy from given the wide breadth of opportunities in the universe, their high exposure to investment themes and the potential for these companies to maintain strong growth profiles for sustained periods of time. This strategy benefits from our global team of portfolio managers and analysts who conduct in-depth company research to select our pool of diverse and innovative companies."

Country Head of UBS Asset Management Australia & New Zealand, Alison Telfer, said: "We are delighted to offer the Future Leaders Small Cap Strategy in Australia. This strategy provides our clients access to a best-in-class UBS global offering. In a first for UBS Asset Management Australia, we have collaborated with our global wealth and advisory business to draw on their insights into what clients here and around the world are seeking from an investment product - both financial and non-financial goals.

“This collaboration has also informed the selection of our long-term investment themes of transformation across the categories of digital, heath, societal, and sustainable change. Our ability to understand the goals of our end clients in combination with the investment expertise of our asset management business is an exciting step further into demand driven investing and speaks so well to the breadth of the UBS global service platform.

“Beyond this current launch, we will also debut in Q4 2022, three more strategies that we believe harness UBS’s proven global expertise tailored to the needs of our local market. This ‘local with global’ approach is a wonderful opportunity to solidify our position as a client focused global asset manager here and bring a broader opportunity set to our Australian investors

UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centres worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

About UBS Asset Management

UBS Asset Management is a large-scale asset manager with a presence in 23 markets. It offers investment capabilities and investment styles across all major traditional and alternative asset classes to institutions, wholesale intermediaries and wealth management clients around the world. It is a leading fund house in Europe, the largest mutual fund manager in Switzerland, the second largest fund of hedge funds manager and one of the largest real estate investment managers in the world.