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

Active Equity

Benchmark

MSCI Emerging Markets Index

Objective

The Fund seeks to generate income and achieve some long term capital appreciation predominantly through active management of a diversified portfolio invested in equity securities across global emerging markets.

Benchmark

FTSE All World Emerging Index

Objective

This Fund aims to achieve long-term capital growth through actively managed diversified investment primarily in global emerging security markets.

Benchmark

MSCI AC World TR, Hedged to GBP

Objective

The Fund invests at least 85%† of its assets in the UBS (Lux) Equity SICAV – Global Income (the “Master”). Therefore, performance of the Fund is expected to be very similar to that of the Master. When referring to the Fund this will reflect the Master’s investment process, philosophy, holdings and use of covered calls. The Master invests in the shares of companies within both developed and emerging markets believed to have the potential to deliver dividend income and long-term capital appreciation, at the time of purchase.

However, the Fund will typically invest nearer to 100% of its assets within the Master.

Benchmark

MSCI All Country World Index

Objective

This Fund aims to achieve long-term capital growth through active management of a diversified portfolio invested primarily in overseas securities.

Benchmark

FTSE All-Share Index

Objective

The Fund seeks to generate income and achieve long term capital growth through active management of a diversified portfolio invested primarily in UK equities.

Benchmark

FTSE All-Share Index

Objective

This Fund aims to achieve long-term capital growth through active management of a diversified portfolio invested primarily in UK equities.

Benchmark

Russell 1000

Objective

This Fund aims to achieve long-term capital growth through active management of a diversified portfolio invested primarily in US equities.

Benchmark

Russell 1000 Growth

Objective

The Fund seeks to achieve long-term capital growth primarily through investment in US equities with growth characteristics.

Passive Equity

Benchmark

FTSE RAFI Developed 1000 Total Return Net GBP – QSR Index.

Objective

The fund seeks to achieve a return that is consistent with the FTSE RAFI Developed 1000 Total Return Net GBP – QSR Index.

Benchmark

MSCI World Minimum Volatility (GBP optimised) Total Return Net GBP Index

Objective

The fund seeks to achieve a return that is consistent with the MSCI World Minimum Volatility (GBP optimised) Total Return Net GBP Index.

Benchmark

S&P 500 Net Total Return Index

Objective

The Fund seeks to deliver performance that is consistent with the S&P 500 Net Total Return Index.

Would you like to find out more? Get in touch

UBS Asset Management United Kingdom

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