Multi Asset investing

Multi Asset solutions for modern markets

With over 30 years history of multi asset investing, asset allocation and currency expertise is at the heart of the UBS Multi Asset investment offering. That expertise is executed across client-specific solutions and via differentiated balanced, growth-oriented, income, high alpha and unconstrained total return strategies investing across all liquid asset classes.

We have a demonstrable track record since 1982 in the management of multi asset strategies and have been solely focused on top-down analysis and implementation throughout this period. The Multi Asset team offers clients support along the whole investment value chain – from determining the strategic portfolio positioning to managing a wide array of domestic, regional and global balanced portfolios, currency mandates, structured portfolios and absolute return strategies.

In particular, where clients would like exposure to global markets but don't have the resources to build a global multi asset portfolio, partnership with us gives access to our global network and the tools to further develop investment skillsets on an on-going basis.

Investment strategies

Objective

This Fund aims to achieve long-term capital growth through active management of a diversified portfolio invested primarily in domestic and international equities and bonds and in units in UK and overseas regulated collective investment schemes.

Objective

The Fund seeks to provide an income, through a diversified portfolio of investments. Capital growth will not be a primary consideration, although opportunities for growth may occur if market conditions are favourable.

Benchmark

UK Retail Price Index

Objective

The Fund seeks to achieve a return above the UK Retail Price Index over a full market cycle (typically 3 to 5 years) through a diverse portfolio of investments.

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UBS Asset Management in Nordics

In order to proceed, you must confirm that you are a qualified investor/professional client based in Sweden, Norway, Finland, Denmark or Iceland.

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