Equities

Equity investment from a global player

Announcement of the Extraordinary Resolution:
Merger of the UBS UK Opportunities Fund with the UBS UK Equity Income Fund

Following the meeting of shareholders of UBS UK Opportunities Fund, a sub-fund of UBS Investment Funds ICVC (the 'Company'), which was held today (the 'Meeting'). UBS Asset Management Funds Ltd, the Authorised Corporate Director of the Company, is pleased to announce that the extraordinary resolution set out in the Notice of Meeting of Shareholders, contained within the circular published on 23 April 2020, was duly passed.

For further information, please contact our customer services line on 0800 358 3012.

For and on behalf of UBS Asset Management Funds Ltd

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.

Investment strategies

Active Equity

Benchmark

FTSE All-World Emerging Index

Objective

The UBS Global Emerging Markets Equity Fund (the "Fund") aims to grow the value of your investment and outperform the FTSE All-World Emerging Index (the "Benchmark") after charges over the medium to long term (3 to 5 years).

Benchmark

MSCI All Country World Index

Objective

The UBS Global Optimal Fund (the "Fund") aims to grow the value of your investment and outperform the MSCI ACWI Index (the "Benchmark") after charges over the medium to long term (3 to 5 years).

Benchmark

FTSE All-Share Index

Objective

The Fund aims to generate income and capital growth by investing in line with The Investment Association's UK Equity Income Sector.

Benchmark

Russell 1000 Index

Objective

The UBS US Equity Fund the "Fund") aims to grow the value of your investment and outperform the Russell 1000 Index (the "Benchmark") after charges over the medium to long term (3 to 5 years).

Benchmark

Russell 1000 Growth Index

Objective

The UBS US Growth Fund (the "Fund") aims to grow the value of your investment and outperform the Russell 1000 Growth Index (the "Benchmark") after charges over the medium to long term (3 to 5 years).

Passive Equity

Benchmark

S&P 500 Index

Objective

The UBS S&P 500 Index Fund (the "Fund") seeks to track the return of the S&P 500 Index (the "Index") before the deduction of charges.

Benchmark

FTSE RAFI Developed 1000 Total Return Net GBP – QSR Index

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.

Benchmark

MSCI World Minimum Volatility (GBP) Index

Objective

The UBS MSCI World Minimum Volatility Index Fund (the "Fund") The Fund seeks to track the return of the MSCI World Minimum Volatility (GBP) Index (the "Index") before the deduction of charges.

Would you like to find out more? Get in touch