Equities

Our equity investment specialists offer deep rooted expertise. Operating within small, dynamic teams, they provide a range of strategies to meet the changing needs of clients. From quantitative to growth to intrinsic value strategies, we aim to deliver predictable outcomes in an increasingly changeable and challenging world.

Delivering the best of our capabilities to you

We offer actively managed solutions which encompass:

  • Global, regional and single country strategies with varying risk and return attributes from intrinsic value, growth and quantitative teams
  • Large-cap, small-cap and mid-cap equity, long only and a number of long-short equity funds
  • In addition, we offer a number of sector, thematic and other specialized strategies

We are also one of the world's largest managers of Index and Rules Based portfolios. If you are looking for a passive investment approach, we offer:

  • Standard, broad index-tracking portfolios
  • Less-traditional strategies such as alternative index and smart beta

Our flexibility and expertise means we can tailor our offering to meet your specific needs.

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Hong Kong Professional Investors

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.

Using, copying, redistributing or republishing any part of this document without prior written permission from UBS Asset Management is prohibited. Any statements made regarding investment performance objectives, risk and/or return targets shall not constitute a representation or warranty that such objectives or expectations will be achieved or risks are fully disclosed. The information and opinions contained in this document is based upon information obtained from sources believed to be reliable and in good faith but no responsibility is accepted for any misrepresentation, errors or omissions. All such information and opinions are subject to change without notice. A number of comments in this document are based on current expectations and are considered “forward-looking statements”. Actual future results may prove to be different from expectations and any unforeseen risk or event may arise in the future. The opinions expressed are a reflection of UBS Asset Management’s judgment at the time this document is compiled and any obligation to update or alter forward-looking statements as a result of new information, future events, or otherwise is disclaimed.

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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The materials on this Website are distributed by UBS Asset Management (Hong Kong) Limited, which is licensed by the Securities and Futures Commission ("SFC") [CE Number AGP568] in the Hong Kong Special Administrative Region of the People's Republic of  China ("Hong Kong") pursuant to the Securities and Futures Ordinance (Cap 571).  UBS Asset Management (Hong Kong) Limited is a part of the Asset Management business division of UBS Group AG. UBS Asset Management (Hong Kong) Limited together with UBS Group AG and its group companies shall collectively be referred to as "UBS". The material contained in this Website has not been reviewed by the SFC or any regulatory authority in Hong Kong.

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Using, copying, redistributing or republishing any part of this Website without prior written permission from UBS is prohibited. Any statements made regarding investment performance objectives, risk and/or return targets shall not constitute a representation or warranty that such objectives or expectations will be achieved or risks are fully disclosed. The information and opinions contained in this Website is based upon information obtained from sources believed to be reliable and in good faith but no responsibility is accepted for any misrepresentation, errors or omissions. All such information and opinions are subject to change without notice. A number of comments in this website are based on current expectations and are considered “forward-looking statements”. Actual future results may prove to be different from expectations and any unforeseen risk or event may arise in the future. The opinions expressed are a reflection of UBS' judgment at the time this document is compiled and any obligation to update or alter forward-looking statements as a result of new information, future events, or otherwise is disclaimed.

Investment involves risks. You should be aware that investments may increase or decrease in value and that past performance is not indicative of future performance. The information in this Website 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. You will conduct your own evaluation and consult with your own legal, business and tax advisors to determine the appropriateness and consequences of any investment and you will make any investment pursuant to an independent evaluation and analysis of the consequences of the same in reliance only upon your own judgment and not in reliance upon this website. Potential for profit is accompanied by possibility of loss. You may wish to seek advice from a financial adviser regarding the suitability of the Funds before making a commitment to purchase units or shares in the Funds. In the event you choose not to do so, you should consider whether the Fund is suitable for you. UBS does not hold out any of its officers and/or employees as having any authority to advise you, and UBS does not purport to advise you on any investment product. Any investment will be made at your sole risk and UBS is not and shall not, in any manner, be liable or responsible for the consequences of any investment. Please contact UBS Asset Management (Hong Kong) Limited or our appointed distributors for more information on how to subscribe for units or shares in the Funds.

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This materials on this Website and its contents have not been reviewed by, delivered to or registered with any regulatory or other relevant authority in Hong Kong. This Website 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.

Investment involves risks. You should be aware that investments may increase or decrease in value and that past performance is not indicative of future performance. The offering document or prospectus for each of the Funds should be read for further details. If you are unsure about the meaning of any information in the offering document or prospectus of the Funds, provided please consult with your financial or other professional adviser.

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