UBS FTSE RAFI Developed 1000 Index Fund


Investment objective

The UBS FTSE RAFI Developed 1000 Index Fund (the "Fund") seeks to track the return of the FTSE RAFI Developed 1000 Total Return Net GBP – QSR Index (the "Index") before the deduction of charges.

Investment team

Stuart Newman

Portfolio manager
Biography (PDF, 59 KB)

John Byrne

Portfolio manager
Biography (PDF, 58 KB)

Philosophy and aim

  • We believe passive investing requires manager skill, experience and technology to achieve the best performance possible whilst closely tracking the underlying benchmark.
  • To construct a portfolio that delivers the return of the underlying benchmark with very low tracking error by controlling risk and minimising costs.

Delivering flexible passive solutions 

  • Passive management has been a capability in our firm for over 30 years; we set up one of the first index-tracking funds in the UK in 1979. Experienced investment professionals around the globe manage passive portfolios across asset classes including equities, fixed income and commodities against both regional and global benchmarks.

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