UBS Infrastructure Opportunities (INO)

Private infrastructure plays a prominent role in the world’s future economic and social development and now covers a broad range of sectors such as energy, transportation, digital and more. Its broad scope, secular industry tailwinds, and resilience underpin infrastructure’s reputation of being a safe haven for investors globally.

Discover UBS Infrastructure Opportunities (INO) now.

Source: UBS Asset Management; November 2024

Note: Liquidity is not guaranteed. Liquidity subject to 5% NAV per quarter, or a cumulative 15% of NAV p.a.

1. The target return is not a projection, prediction or guarantee of future performance, and there is no certainty that the target return will be reached. This does not constitute a guarantee by UBS Asset Management.

2. Target return is presented as IRR over an investment cycle, net of underlying fund fees, taxes and expenses but gross of fund-of-funds fees and distributor fees. This does not constitute a guarantee by UBS Asset Management.

Disclaimer: 

For marketing and information purposes by UBS.

For Professional Clients / Institutional Clients / Qualified Investors

UBS funds under Luxembourg law. Arrangements for marketing fund(s) units mentioned in this document may be terminated at the initiative of the management company of the fund(s).

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Any decision to invest should take into account all the characteristics or objectives of the fund as described in its prospectus, or similar legal documentation. Investors are acquiring units or shares in a fund, and not in a given underlying asset such as building or shares of a company.

The information and opinions contained in this document have been compiled or arrived at based upon information obtained from sources believed to be reliable and in good faith, but is not guaranteed as being accurate, nor is it a complete statement or summary of the securities, markets or developments referred to in the document. Members of the UBS Group may have a position in and may make a purchase and / or sale of any of the securities or other financial instruments mentioned in this document. Units of UBS fund(s) mentioned herein may not be eligible for sale in all jurisdictions or to certain categories of investors and may not be offered, sold or delivered in the United States. The information mentioned herein is not intended to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not a reliable indicator of future results. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units. If whole or part of the total costs to be paid is different from your reference currency, the costs may increase or decrease as a result of currency and exchange rate fluctuations.

Commissions and costs have a negative impact on the investment and on the expected returns. If the currency of a financial product or financial service is different from your reference currency, the return can increase or decrease as a result of currency and exchange rate fluctuations. This information pays no regard to the specific or future investment objectives, financial or tax situation or particular needs of any specific recipient. Future performance is subject to taxation which depends on the personal situation of each investor and which may change in the future. The details and opinions contained in this document are provided by UBS without any guarantee or warranty and are for the recipient's personal use and information purposes only. This document may not be reproduced, redistributed or republished for any purpose without the written permission of UBS Asset Management Switzerland AG or a local affiliated company. Source for all data and charts (if not indicated otherwise): UBS Asset Management

This document contains statements that constitute “forward-looking statements”, including, but not limited to, statements relating to our future business development. While these forward-looking statements represent our judgments and future expectations concerning the development of our business, a number of risks, uncertainties and other important factors could cause actual developments and results to differ materially from our expectations.

The product described herein aligns to Article 8 Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector. Information on sustainability-related aspects pursuant to that regulation can be found on ubs.com/funds.