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 specialised 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

FTSE World Europe Index (customised).

Objective

The Fund invests in selected European companies with the aim to exploit inefficiencies in the market based on fundamental, quantitative and qualitative information sources.

Benchmark

MSCI All Country World Index (ACWI) - Gross

Objective

The Fund aims to achieve long-term capital growth through active management of a diversified portfolio invested primarily in large and medium sized companies from both developed and emerging market countries.

Passive Equity

Benchmark

FTSE RAFI All World 3000 QSR Net (UK Pension) hedged to GBP (developed markets
only)

Objective

The Fund invests in a range of international equities.

Benchmark

FTSE Developed (net GB official)

Objective

The Fund invests in constituents of the FTSE Developed Index, tilting company exposures based on climate change aspects.

Benchmark

FTSE RAFI Europe Index - QSR (net div. reinv.)

Objective

The Fund invests in the shares of a wide range of Continental European companies.

Benchmark

FTSE RAFI Developed 1000 INDEX - QSR (net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards.

Benchmark

FTSE RAFI Developed 1000 100% Hedged to GBP Net Index - QSR (Net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards. Currency exposure is hedged back to Sterling.

Benchmark

FTSE Developed Europe ex UK (net GB Official)

Objective

The Fund invests in the shares of a wide range of Continental European companies.

Benchmark

FTSE Developed Europe ex UK (Hedged) (Gross)

Objective

The Fund invests in the shares of a wide range of Continental European companies, with currency exposure hedged back to Sterling.

Benchmark

FTSE RAFI Developed 1000 QSR Total Return Net GBP Index

Objective

The Fund seeks to deliver performance that is consistent with that of the FTSE RAFI Developed 1000 QSR Total Return Net GBP Index.

Benchmark

FTSE Emerging Index (net GB Official)

Objective

The Fund passively invests its assets in all, or substantially all, of the companies included in the Index. It invests in the shares of a range of emerging market companies and may also invest in ADRs, GDRs and other non-local lines, and has the ability to use ETFs and derivatives to obtain exposure to the underlying benchmark.

Benchmark

FTSE All World Japan (net GB official)

Objective

The Fund invests in the shares of a wide range of Japanese companies.

Benchmark

FTSE All World Japan (Hedged) (Gross)

Objective

The Fund invests in the shares of a wide range of Japanese companies, with currency exposure hedged back to Sterling.

Benchmark

MSCI World Minimum Volatility Index Fund

Objective

The Fund seeks to deliver performance that is consistent with that of the MSCI World Minimum Volatility (GBP optimised) Total Return Net GBP Index.

Benchmark

FTSE All World North America (net GB Official)

Objective

The Fund invests in the shares of a wide range of North American companies.

Benchmark

FTSE All World North America (Hedged) (Gross)

Objective

The Fund invests in the shares of a wide range of North American companies, with currency exposure hedged back to Sterling.

Benchmark

FTSE Developed Asia Pacific ex Japan (net GB Official)

Objective

The Fund invests in the shares of a range of Asian companies.

Benchmark

FTSE Developed Pacific Basis ex Japan Hedged (Gross)

Objective

The Fund invests in the shares of a range of Asian companies, with currency exposure hedged back to Sterling.

Benchmark

Custom benchmark

Objective

A passive global balanced fund for exempt approved UK pension funds, the Fund provides a diversified portfolio consisting predominantly of domestic and international equities, with the remaining invested in fixed income.

Benchmark

FTSE All World UK (Gross)

Objective

The Fund invests in the shares of a wide range of UK companies.

Benchmark

FTSE All-Share (Gross)

Objective

The Fund invests in the shares of UK companies.

Benchmark

FTSE 350 (Gross)

Objective

The Fund invests in the shares of larger UK companies.

Benchmark

FTSE 250 Index (Gross)

Objective

The Fund passively invests its assets in all, or substantially all, of the companies included in the Index. It invests in the shares of a range of emerging market companies and may also invest in ADRs, GDRs and other non-local lines, and has the ability to use ETFs and derivatives to obtain exposure to the underlying benchmark.

Benchmark

FTSE Small Cap (Gross)

Objective

The Fund invests in the shares of smaller UK companies.

Benchmark

FTSE RAFI US 1000 Index - QSR (net div. reinv.)

Objective

The Fund invests in the shares of a wide range of American companies.

Benchmark

FTSE USA (net GB Official)

Objective

The Fund invests in the shares of a wide range of American companies.

Benchmark

FTSE RAFI All World 3000 Index - QSR (net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards.

Benchmark

MSCI World Minimum Volatility (net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards.

Benchmark

FTSE Developed (net GB Official)

Objective

The Fund invests in the shares of a wide range of international equities.

Benchmark

FTSE Developed exUK Hedged (Gross)

Objective

The Fund invests in a range of international equities.

Benchmark

FTSE Developed exUK Hedged (Gross)

Objective

The Fund invests in a range of international equities.

Benchmark

MSCI World Quality (net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards.

If you require further information please get in touch.

UBS Asset Management United Kingdom

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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.

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  • 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.
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  • 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.

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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.