Broad diversification keeps risk to a minimum
Broad diversification of risk is the cornerstone of a solid investment portfolio with an evenly balanced relationship between the expected return and the acceptable degree of risk. The risk is widely diversified and offers you better protection against poor performance by individual investments.
Benefit from a professional management approach
UBS Fund assets are managed by highly trained professionals with specialized expertise and UBS's state-of-the-art infrastructure at their service. They monitor trends in all financial markets and decide which securities to buy or sell for the fund.
Enjoy preferential terms as a private investor
Because of the large volume of assets managed, funds enjoy low transaction cost in the buying and selling of securities. The fund operates in the financial markets with the full weight of all the fund's assets behind it. As a result it benefits from favorable terms normally reserved for large investors. The benefits are ultimately passed on to you, the individual investor.
Small capital outlay - a great deal of flexibility
You can buy fund units for a small capital outlay and remain flexible, as these units can be bought or sold on a daily basis.
Use of income
Many funds offer you the choice between paying out your income once a year directly to your account or continually reinvesting your income in the fund (distribution or reinvestment of income).
Save time and effort
Since all investment decisions and administrative work are handled by the fund management and custodian bank, you will find that you do not have to dedicate so much time to your investment planning upon purchasing units in an fund.
You can sell your units on any business day - which effectively allows you access to your investments when it is most convenient for you.
For marketing and information purposes by UBS. For professional investors only. This document does not replace portfolio and fund-specific materials. Commentary is at a macro or strategy level and is not with reference to any registered or other mutual fund.
This document and its contents have not been reviewed, delivered to or registered with any regulatory or other relevant authority in Hong Kong. This document is for informational purposes and should not be construed as an offer or invitation to the public, direct or indirect, to buy or sell securities. This document is intended for limited distribution and only to the extent permitted under applicable laws in Hong Kong. No representations are made with respect to the eligibility of any recipients of this document to acquire interests in securities under the laws of Hong Kong.
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You are advised to exercise caution in relation to this document. The information in this document does not constitute advice and does not take into consideration your investment objectives, legal, financial or tax situation or particular needs in any other respect. Investors should be aware that past performance of investment is not necessarily indicative of future performance. Potential for profit is accompanied by possibility of loss. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice.
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