Index Tracking

Delivering first-class 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. We have the capability to manage portfolios relative to both standard indices and customized benchmarks in a variety of structures, working with our clients to meet their specific requirements.

Philosophy

We believe passive investing requires manager skill, experience and technology to achieve the best performance possible whilst closely tracking the underlying benchmark

Objective

We seek to construct a portfolio that delivers the return of the underlying benchmark with very low tracking error by controlling risk and minimising costs.

Why choose UBS to help you achieve your passive objectives?

Why choose UBS to help you achieve your passive objectives?

“With our proprietary portfolio management platform coupled with our risk management tools, we have the controls in place for efficient passive management. We believe this, in conjunction with our 30 year experience in managing passive assets, sets us apart from many of our competitors.”

Our offering

For UK Institutional clients we offer a suite of pooled funds, as well as a flexible offering of customised segregated accounts.

Introducing a new passive fixed income fund
UBS Sterling Corporate Bond Indexed Fund

Whilst we already have an established track record of running a range of passive fixed income strategies for UK clients through our Life Fund offering the UBS Sterling Corporate Bond Indexed Fund is the first time we are doing so via a UK OEIC, allowing a broader range of investors access to a low-cost fund.

Launched on 22 March 2013, the Fund's objective is to achieve returns that are consistent with the performance of the Markit iBoxx Sterling Non-Gilts Index by predominantly investing in fixed income securities.

The Fund provides access to investment grade sterling bonds and may be suitable for those investors seeking a lower risk capital growth profile than equity funds may provide. Additionally, the Fund will pay income on a quarterly basis.

Key benefits of the Fund:

  • Dedicated and experienced investment professionals
  • Low cost access to investment grade sterling bonds
  • Proven investment process established over 30 years
  • Comprehensive risk monitoring tools
  • Multi-layer independent monitoring