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This website is a marketing communication. Any market or investment views expressed are not intended to be investment research. The website has not been prepared in line with the Financial Conduct Authority requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of investment research. The information contained in this website should not be considered a recommendation to purchase or sell any particular security and the opinions expressed are those of UBS Asset Management and are subject to change without notice. Furthermore, there can be no assurance that any trends described in this website will continue or that forecasts will occur because economic and market conditions change frequently.
Persons who access the material made available by UBS Asset Management (UK) Ltd at this website ("UBS website”) agree to the following:
About this site
The material on the UBS Asset Management UK Intermediary web site is aimed at UK Professional Clients including Financial Advisers. It is not aimed at, and must not be relied upon by, Retail Clients. This website is not directed at persons in any other jurisdiction, including the United States. This information is not an invitation to subscribe for units or shares in the funds described herein and is by way of information only.
UBS does not give investment advice or recommendations in respect of its product range.
The UK Intermediary web site includes both regulated and unregulated products. You should be aware that unregulated products do not carry the same degree of protection as regulated products. Unregulated schemes may only be marketed to clients in accordance with Chapter 4 of the FCA’s New Conduct of Business Sourcebook (COBS) and the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) Exemptions Order 2001, as amended.
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No reliance or advice
While UBS uses reasonable efforts to obtain information from sources which it believes to be reliable, UBS makes no representation that the information or opinions contained on the UBS website is accurate, reliable or complete. The information and opinions contained in the UBS website are provided by UBS for personal use and informational purposes only and are subject to change without notice. Nothing contained on the UBS website constitutes investment, legal, tax or other advice, nor is to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.
The past is not a guide to the future performance of an investment. The value of investments may fall as well as rise and investors may not get back the amount invested. Changes in rates of foreign exchange may cause the value of investment to go up or down.
The levels of and reliefs from taxation may change. Tax reliefs referred to are those currently available and their value depends on the circumstances of the individual investor. Although an investment held within an ISA may be free of further tax to the investor, the fund itself may have incurred other forms of taxation.
- The annual management fees of the funds featured on this website may be charged wholly or partly to the capital of the fund. Where this is the case, whilst it will increase the fund’s yield, it will cause erosion of the capital value and affect the performance of the fund.
- The yield on income funds may vary and you should contact UBS or your financial adviser to obtain up to date figures.
- Some UBS funds may invest in emerging markets, this involves a high degree of risk and should be seen as long term in nature.
- Smaller companies funds may invest in companies which may be less liquid than larger companies and subsequent price swings may be greater as a result.
- Some funds may use derivatives as part of their investment process. Such instruments are inherently volatile and the fund could be potentially exposed to additional risks and costs.
Nothing on the UBS website should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction.
The information and opinions contained on the UBS website is provided without any warranty of any kind, either express or implied.
Limitations of liability
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The UBS Group and/or its directors, officers and employees may have or have had interests or positions or traded or acted as market makers in relevant securities. Furthermore, such entities or persons may have or have had a relationship with or may provide or have provided corporate finance or other services to or serve or have served as directors of relevant companies.
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All of the material on this UBS website is directed only at UK residents and is not to be regarded as an offer to buy or sell, or the solicitation of any offer to buy or sell securities in any other jurisdiction other than the United Kingdom.
Legal and regulatory information
UBS Asset Management Funds Ltd is the ISA manager and markets unit trust and OEIC products on behalf of UBS Asset Management. The investment manager is UBS Asset Management (UK) Ltd. Both are registered in England, subsidiaries of UBS AG and are authorised and regulated by the Financial Conduct Authority. The registered office of UBS Asset Management is 5 Broadgate, London, EC2M 2QS.