UBS Asset Management United Kingdom Please read the terms and conditions set out below and confirm your acceptance at the bottom of the page.

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.

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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.

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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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Investment performance
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Risk warnings:

  • 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.
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  • 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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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 21 Lombard Street, London, EC3V 9AH.



Pension Fund Indicators

Pension Fund Indicators

Pension Fund Indicators is an objective and educational source of investment data and practical explanations, covering the range of investments available to pension funds and the various techniques for combining them. During these challenging times, we believe that this publication provides readers with a range of informative facts and valuable insights that can be drawn upon when thinking about pension fund investment strategy.

Learn more (PDF, 5 MB)


Glossary of Financial Terms

Glossary of Financial Terms

We have compiled a glossary of some of the most commonly used financial terms. Whilst it is not possible to cover every definition, we hope that this will be a useful tool when researching the meaning of financial acronyms and terms.

Learn more (PDF, 436 KB)



Thought leadership  

We regularly publish thought leadership and topical papers, of which a selection of the latest papers are published below. We would welcome your feedback on these items and, of course, suggestions for topics that you would find useful for us to cover.

To view a full list of our research papers and publications, please visit our global research page.


Pension Insights – Generating income in a de-risking portfolio

In this paper we assess how pension scheme trustees can achieve a positive near term cash flow as schemes de-risk and near term liabilities fall due.

Global Asset Views

Global Asset Views

December 2015

A key part of the investment strategy-setting process across UBS Asset Management is assessing the economic and financial market developments affecting the fortunes of different asset classes at any given time. To foster debate, we host a quarterly Cyclical Market Forum (CMF) attended by investors from different areas of our business: Multi-Asset, Fixed Income, Equities, Real Estate and Hedge Funds.

This Global Asset Views Q4 publication provides insights into our December 2015 CMF, as well as featuring the latest asset allocation views of our Multi-Asset team. For the first time, we also showcase the views of our Real Estate team.

Global Asset Views

Global Asset Views

October 2015

This quarterly publication details some of the key findings of the global economic scenario analysis that is at the core of UBS Asset Management's September Cyclical Market Forum, hosted by Curt Custard, Global Head of our multi-asset Global Investment Solutions (GIS) team, and Andreas Koester, Head of Asset Allocation & Currency. It also features the asset allocation and currency views held by GIS at the end of September 2015.

The investment drought: How can the problem of weak investment be fixed?

UBS Opinion-leaders' whitepaper

September 2015
The investment drought: How can the problem of weak investment be fixed?

This whitepaper explores the perceived investment deficit – driven by the reluctance of investors, governments and companies all over the world to engage in long-term investment - which comes at a cost of slower economic growth. It addresses some of the causes of the recent investment malaise, and proposes potential solutions.

QE: time for the genie to go back in the bottle?

Current Perspectives

June 2015
QE: time for the genie to go back in the bottle?

Quantitative easing (QE) was a dramatically unorthodox solution to the entrenched economic problems created by the financial crisis. It has worked. So should QE now be considered a permanent part of central bankers' toolkits?

Pension Insights – The Income Balancing Act

Pension Insights – The Income Balancing Act

A new report examining how pension schemes are currently addressing a number of challenges, including methods employed to meet future liabilities, achieving a sustainable level of growth and tactics to maintain a regular level of cash flow to meet near term commitments.

Oil market dynamics

Oil market dynamics

A thematic report on oil market dynamics and their potential impact on asset classes and economies.

Investing in 2015

Investing in 2015 is the latest edition of our annual series looking at cyclical and long-term investment developments.