UBS Index Investments

Building Blocks for your investment strategy

Institutional investors often have special requirements, which is why we offer an extensive range of index funds. These funds combine the performance of the underlying indices with a low tracking error.

Your benefits

Our index funds allow you to invest your assets in a professional and cost-efficient manner, and help to simplify administration. The main benefits at a glance:

  • Invest in passively managed core and satellite investments
  • Track all of the current market benchmarks easily and efficiently
  • Simplification of securities accounting, as only individual units have to be posted
  • Easily check net asset values and fund performance
  • Simple to optimally diversify and professionally manage smaller assets

Our offering

For UK Institutional clients we offer a suite of pooled funds, as well as a flexible offering of customized segregated accounts.

Alternative beta

Alternative beta strategies are referred to by many different names - smart beta, strategy indices, customised indexing - but, simply stated, encompass any strategy that tracks an index whose methodology is driven by some rule or factor(s), other than simple market capitalisation.

Climate aware solution

It is generally accepted that the world's climate is changing due to rising man made emissions of greenhouse gases (GHGs), particularly carbon dioxide (CO2). The largest single source of CO2 emissions is the combustion of fossil fuels – coal, oil and gas.

Passive Equity

Benchmark

FTSE RAFI All World 3000 QSR Net (UK Pension) hedged to GBP (developed markets
only)

Objective

The Fund invests in a range of international equities.

Benchmark

FTSE Developed (net GB official)

Objective

The Fund invests in constituents of the FTSE Developed Index, tilting company exposures based on climate change aspects.

Benchmark

FTSE RAFI Europe Index - QSR (net div. reinv.)

Objective

The Fund invests in the shares of a wide range of Continental European companies.

Benchmark

FTSE RAFI Developed 1000 INDEX - QSR (net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards.

Benchmark

FTSE RAFI Developed 1000 100% Hedged to GBP Net Index - QSR (Net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards. Currency exposure is hedged back to Sterling.

Benchmark

FTSE Developed Europe ex UK (net GB Official)

Objective

The Fund invests in the shares of a wide range of Continental European companies.

Benchmark

FTSE Developed Europe ex UK (Hedged) (Gross)

Objective

The Fund invests in the shares of a wide range of Continental European companies, with currency exposure hedged back to Sterling.

Benchmark

FTSE RAFI Developed 1000 QSR Total Return Net GBP Index

Objective

The Fund seeks to deliver performance that is consistent with that of the FTSE RAFI Developed 1000 QSR Total Return Net GBP Index.

Benchmark

FTSE Emerging Index (net GB Official)

Objective

The Fund passively invests its assets in all, or substantially all, of the companies included in the Index. It invests in the shares of a range of emerging market companies and may also invest in ADRs, GDRs and other non-local lines, and has the ability to use ETFs and derivatives to obtain exposure to the underlying benchmark.

Benchmark

FTSE All World Japan (net GB official)

Objective

The Fund invests in the shares of a wide range of Japanese companies.

Benchmark

FTSE All World Japan (Hedged) (Gross)

Objective

The Fund invests in the shares of a wide range of Japanese companies, with currency exposure hedged back to Sterling.

Benchmark

MSCI World Minimum Volatility Index Fund

Objective

The Fund seeks to deliver performance that is consistent with that of the MSCI World Minimum Volatility (GBP optimised) Total Return Net GBP Index.

Benchmark

FTSE All World North America (net GB Official)

Objective

The Fund invests in the shares of a wide range of North American companies.

Benchmark

FTSE All World North America (Hedged) (Gross)

Objective

The Fund invests in the shares of a wide range of North American companies, with currency exposure hedged back to Sterling.

Benchmark

FTSE Developed Asia Pacific ex Japan (net GB Official)

Objective

The Fund invests in the shares of a range of Asian companies.

Benchmark

FTSE Developed Pacific Basis ex Japan Hedged (Gross)

Objective

The Fund invests in the shares of a range of Asian companies, with currency exposure hedged back to Sterling.

Benchmark

Custom benchmark

Objective

A passive global balanced fund for exempt approved UK pension funds, the Fund provides a diversified portfolio consisting predominantly of domestic and international equities, with the remaining invested in fixed income.

Benchmark

FTSE All World UK (Gross)

Objective

The Fund invests in the shares of a wide range of UK companies.

Benchmark

FTSE All-Share (Gross)

Objective

The Fund invests in the shares of UK companies.

Benchmark

FTSE 350 (Gross)

Objective

The Fund invests in the shares of larger UK companies.

Benchmark

FTSE 250 Index (Gross)

Objective

The Fund passively invests its assets in all, or substantially all, of the companies included in the Index. It invests in the shares of a range of emerging market companies and may also invest in ADRs, GDRs and other non-local lines, and has the ability to use ETFs and derivatives to obtain exposure to the underlying benchmark.

Benchmark

FTSE Small Cap (Gross)

Objective

The Fund invests in the shares of smaller UK companies.

Benchmark

FTSE RAFI US 1000 Index - QSR (net div. reinv.)

Objective

The Fund invests in the shares of a wide range of American companies.

Benchmark

FTSE USA (net GB Official)

Objective

The Fund invests in the shares of a wide range of American companies.

Benchmark

FTSE RAFI All World 3000 Index - QSR (net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards.

Benchmark

MSCI World Minimum Volatility (net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards.

Benchmark

FTSE Developed (net GB Official)

Objective

The Fund invests in the shares of a wide range of international equities.

Benchmark

FTSE Developed exUK Hedged (Gross)

Objective

The Fund invests in a range of international equities.

Benchmark

FTSE Developed exUK Hedged (Gross)

Objective

The Fund invests in a range of international equities.

Benchmark

MSCI World Quality (net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards.

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Disclaimer

Si prega di leggere i termini e le condizioni riportate di seguito, e confermare di averle lette, comprese e accettate cliccando sul bottone in basso.