Unit Trusts

Authorised Unit Trusts

UBS UK Equity Exempt Fund

The Fund is managed as a diversified UK portfolio with the objective of capital growth over the long term.

Unauthorised Unit Trusts

UBS Managed Exempt Fund

Aims to maximise the total return without exposing the fund to undue risk. The Fund invests in a range of underlying sub-funds using the same investment philosophy and long-term investment approach as for our segregated clients.

UBS International Exempt Fund

Aims to achieve long term capital appreciation through investment in non-UK companies.

UBS American Exempt Fund

Aims to achieve long term capital appreciation through investment in North American companies.

UBS European Exempt Fund

Aims to achieve long term capital appreciation through investment in Continental European companies.

UBS Japan Exempt Fund

Aims to achieve long term capital appreciation through investment in Japanese companies.

UBS Pacific Basin Exempt Fund

Aims to achieve long term capital appreciation through investment in Pacific Basin (excluding Japan) companies.

UBS UK Fixed Interest Gilt Exempt Fund

Primarily invested in UK Government Fixed Interest Bonds with the intention, long term, of achieving a higher return than the index. In effecting this, our aim is also to outperform the relevant industry median.

UBS Index-Linked Gilt Exempt Fund

Primarily invested in UK Government Index-Linked Bonds with the intention, long term, of achieving a higher return than the index. In effecting this, our aim is also to outperform the relevant industry median.

UBS Global Bond Exempt Fund

Invested in bond and currency markets world-wide on a hedged and unhedged basis with the intention, long term, of achieving a higher return than the J P Morgan Global Traded Government Bond Index. In effecting this, our aim is also to outperform the relevant industry median.

UBS Concentrated UK Equity Exempt Fund

The Fund is managed as a concentrated UK portfolio with the intention of providing returns significantly in excess of the return on the FTSE All-Share Index over the long term.