Asia is powering tomorrow

UBS Asia Allocation Opportunity Fund

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A strong position in the tech and digital space puts Asia in the pole position for attractive capital growth in the future.

Gian Plebani explains how investors can be across Asian hot spots.

Get to the top with Asia

This multi-asset Asia Fund invests across equities, Real Estate Investment Trusts (REITs), investment grade and high yield bonds. The top down asset allocation is actively managed and it taps into the UBS active traditional capabilities for security selection.

How does the fund capture the diverse and dynamic growth drivers in Asia ?

1. Investing in growth hotspots around Asia

A) Emerging Asia

China, India and Southeast Asia
These markets are powering Asia’s wealth as it grows to contribute more than 60% of global GDP by 2030.

>70% of portfolio in high growth regions

B) Sectors with a long growth runway

Asia’s strong growth is driven by long-term trends like digital adoption and technology innovation. Semiconductors are an essential technology powering online tools and Asia is home to the most important semiconductor players.


2. Get potential income and grow your wealth along the way

Asia is the place for good income. Its bond markets are among the highest yielding globally. What’s more, we diversify the potential income source with dividends from APAC REITs.

This way, our Asian equity managers can focus on capital growth and building
high-conviction portfolio.

3. Don’t stand still

Asia is dynamic and so are its markets.

So we move money around the various asset classes as markets move and opportunities change to enhance the growth and income potential of the Fund.

Wide investment ranges give us flexibility to switch allocations as needed 


Available share classes

Share class

Share class

ISIN

ISIN

Distribution yield

Distribution yield

Share class

Class A USD-acc

ISIN

HK0000678273

Distribution yield

Distribution reinvested

Share class

Class A USD-mdist 3, 4

ISIN

HK0000678281

Distribution yield

4.0%

Share class

Class A HKD-mdist 3, 4

ISIN

HK0000678307

Distribution yield

4.0%


Partnering distributor

Please consult your financial advisor for advice.

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