Explore income opportunities

Introducing UBS (HK) Fund Series

Share this page

Our solutions

Smart investors are like migratory birds, who knows how to fit in the changes in environment and capture new investment opportunities decisively.

UBS-AM is empowered with a global team of around 900 investment specialists, who are no strangers to the market's everchanging nature. We are committed to designing a risk-balanced and income-generating portfolio strategy, in order to help you achieve investment goals.

In the current low-yield world, we present to you three brand new investment strategies, aiming to help you explore the opportunities in the volatile markets.

Asia Allocation Opportunity Strategy

All flavors of Asia

  • Careful selection of stocks, bonds, and REITs*
  • Top-down asset allocation
  • Bottom-up fundamental research

Asia Income Bond Strategy

Dynamic, diverse, defensive

  • Income-focused approach
  • Dynamic allocation
  • Defensive average IG credit rating

Global Income Bond Strategy

Your broad global opportunity set

  • Global spectrum of diversification
  • Allocation flexibility throughout the cycle
  • High-conviction selection without constraints

Check out our three strategies for your southbound investment under Wealth Management Connect (WMC)scheme and explore the income potential with us.


Where will you go for income?

Smart investors are like migratory birds, who knows how to fit in the changes in environment and capture new investment opportunities decisively.

Income sources are elusive - but available for those with broad horizons. Learn more about our outside the box income solutions.

 


What worries you?

Returning inflation?

Central banks’ massive monetary measures stimulate economies, but also drive up inflation expectations – how to protect yourself?


Prolonged volatility

Recent market ups and downs are unprecedented. Volatility can be intimidating for risk-averse investors, but income solutions can help your investments sail through stormy seas.


We live in an ultra low-yield world

The amount of low and negative yielding bonds increased substantially over the past year. As yields fall, where do we go from here?

Bloomberg Barclays Global Aggregate Total Return Index USD

Source: Bloomberg, Bloomberg Barclays Global Aggregate Index MV USD. As of end March 2021

Contact us

If you are a fund distributor, please contact our client coverage team for more details.