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

Benchmark

Citigroup World MM Ind. Ser. - GBP 1 Mth. EUR Dep.

Objective

The UBS Currency Allocation Return Strategy ("CARS") is an active currency fund, investing across both developed and emerging market currencies.

The Fund seeks to generate a return of cash +10% p.a., at a long-term expected average risk of around 20%, over a full market cycle (3-5 years).

Benchmark

Composite of 40% MSCI ACWI Index, 20% MSCI ACWI Index hedged to GBP and 40% FTSE World Government Bond Index hedged to GBP.

Objective

The UBS Global Allocation Fund (UK) (the "Fund") Aims to grow the value of your investment over the medium to long term (3 to 5 years).

Objective

The UBS Global Diversified Income Fund (the "Fund") The Fund aims to achieve an income of 4.5% in any 12 months period.

Benchmark

3 month GBP Libor rate +4%

Objective

The UBS Multi Asset Defensive Growth Fund (GBP) (the "Fund") Aims to grow the value of your investment by 4% above the 3 month GBP Libor rate before the deduction of charges over the longer term (at least 5 years). The Fund employs a systematic rule based risk management approach with the aim of reducing losses.

Benchmark

Income return of 3% per annum above 1 month GBP Libor

Objective

The UBS Multi-Asset Income Fund (the "Fund") The Fund aims to achieve an income return of 3% per annum above 1 month GBP Libor in any 12 month period.

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