Equities
Equity investment from a global player
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.
Investment strategies
Factsheet
Literature
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Key Investor Information Document (KIID)
about UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity (USD)
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Manager commentary
about UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity (USD)
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Prospectus
about UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity (USD)
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Annual report
about UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity (USD)
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Semi annual report
about UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity (USD)
Literature
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Key Investor Information Document (KIID)
about UBS (Lux) Equity Fund - China Opportunity
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Manager commentary
about UBS (Lux) Equity Fund - China Opportunity
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Prospectus
about UBS (Lux) Equity Fund - China Opportunity
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Annual report
about UBS (Lux) Equity Fund - China Opportunity
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Semi annual report
about UBS (Lux) Equity Fund - China Opportunity
Factsheet
Literature
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Key Investor Information Document (KIID)
about UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity
-
Manager commentary
about UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity
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Prospectus
about UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity
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Annual report
about UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity
-
Semi annual report
about UBS (Lux) Equity SICAV - Global Emerging Markets Opportunity
Literature
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Key Investor Information Document (KIID)
about UBS (Lux) Equity SICAV - Asian Smaller Companies
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Prospectus
about UBS (Lux) Equity SICAV - Asian Smaller Companies
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Annual report
about UBS (Lux) Equity SICAV - Asian Smaller Companies
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Semi annual report
about UBS (Lux) Equity SICAV - Asian Smaller Companies
Literature
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Key Investor Information Document (KIID)
about UBS (Lux) Equity SICAV - Long Term Themes
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Manager commentary
about UBS (Lux) Equity SICAV - Long Term Themes
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Prospectus
about UBS (Lux) Equity SICAV - Long Term Themes
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Annual report
about UBS (Lux) Equity SICAV - Long Term Themes
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Semi annual report
about UBS (Lux) Equity SICAV - Long Term Themes
Literature
Factsheet
Literature
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Key Investor Information Document (KIID)
about UBS (Lux) Equity SICAV - European Opportunity Unconstrained
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Manager commentary
about UBS (Lux) Equity SICAV - European Opportunity Unconstrained
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Prospectus
about UBS (Lux) Equity SICAV - European Opportunity Unconstrained
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Annual report
about UBS (Lux) Equity SICAV - European Opportunity Unconstrained
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Semi annual report
about UBS (Lux) Equity SICAV - European Opportunity Unconstrained
