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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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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.
  • 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.


Welcome to Distribution Partners UK

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Wholesale House

Wholesale House

The strategic solutions platform for intermediaries and asset managers

The Wholesale House showcases our strengths within the Investment and Distribution areas, as well as our robust platform abilities. We offer investment capabilities across all major traditional and alternative asset classes to a wide range of clients.

Currency Allocation Return Strategy

UBS Currency Allocation Return Strategy

The UBS Currency Allocation Return Strategy ("CARS") is an active currency fund, investing across both developed and emerging market currencies.

The Fund seeks to generate a return of cash +10% p.a., at a long-term expected average risk of around 20%, over a full market cycle (3-5 years).

CARS is managed by a team that draws on the global resources and comprehensive risk management of UBS Asset Management, who have managed currency as a separate investment strategy within multi asset portfolios for over 30 years.

Equity Opportunity Long Short Fund

UBS Emerging Markets Equity Income Fund

The Equity Opportunity Long Short Fund is a long-short absolute return equity strategy, seeking to exploit short and mid-term stock price anomalies in companies based mainly in Europe with opportunistic investments globally.

Investments are based on a proven bottom up stock selection approach using fundamental, quantitative and qualitative analysis.

GEM Opportunity Fund

The GEM Opportunity Fund is actively managed, investing worldwide in emerging market equities. The fund seeks to generate long term outperformance of 500+ bps per annum above the MSCI Emerging Markets Index over the course of a typical market cycle (3-5 years).

The strategy follows a focused investment strategy has a very high active share and differs widely from the benchmark.

UBS Global Enhanced Equity Income Fund

UBS Global Enhanced Equity Income Fund

Many investors are looking for strategies that provide high income (e.g. dividends). However, after a period of strong equity markets, coupled with recent market volatility, many investors would still like to benefit from equities yet have an element of defensiveness in their portfolios.

UBS Global Equity Long Short Fund

UBS Global Equity Long Short Fund

The Irish domiciled Fund is a sub fund of UBS (Irl) Investor Selection PLC. Its objective is to deliver a positive return over a three year timeframe.

It seeks to exploit mispriced stocks in both developed and emerging equity markets and aims to demonstrate low correlation with, and less volatility than, equity markets.


UBS S&P 500 Index Fund

UBS Asia Consumption Fund

The UBS S&P 500 Index Fund is a new index tracking fund that seeks to deliver performance that is consistent with that of the S&P 500 Net Total Return Index. The fund has an Ongoing Charge Figure of just 0.09%.

UBS US Growth Fund

UBS US Growth

UBS US Growth Fund offers access to quality, growing US companies where the market price underestimates the magnitude of their growth potential. It is an actively managed equity portfolio investing in selected US companies, particularly in large-cap, growth stocks and is diversified across various sectors. The portfolio is limited to around 35 to 55 stocks picked from a variation of elite, cyclical and classic growth companies.

US Total Yield Fund

The investment objective of the US Total Yield Fund is to combine high total yield and high quality characteristics in a diversified portfolio. The strategy seeks to generate a higher total yield than the market average, through dividend payments and any corporate earnings redistributed to shareholders in the form of share buybacks.