UBS Australian Small Companies SIV Fund
UBS0063AU
UBS Australian Small Companies SIV Fund UBS0063AU Strategy
The Fund is an actively managed fund investing in a portfolio of 30 - 90 Australian small company equity securities across a range of industry sectors, designed with the objective of meeting the Australian Department of Immigration and Border Protections Significant Investor Visa ('SIV') requirements as a 'managed investment fund' investing in 'emerging companies investments'.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: September 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: August 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,121.90 | 13.60 | 0.15% |
| CAC 40 | 8,074.23 | 6.70 | 0.08% |
| DAX 40 | 24,049.74 | 100.63 | 0.42% |
| Dow JONES (US) | 47,311.00 | 225.76 | 0.48% |
| FTSE 100 | 9,777.08 | 62.12 | 0.64% |
| HKSE | 25,935.41 | 16.99 | -0.07% |
| NASDAQ | 23,499.80 | 151.16 | 0.65% |
| Nikkei 225 | 51,168.50 | 956.23 | 1.90% |
| NZX 50 Index | 13,632.65 | 11.67 | 0.09% |
| S&P 500 | 6,796.29 | 24.74 | 0.37% |
| S&P/ASX 200 | 8,852.50 | 15.70 | 0.18% |
| SSE Composite Index | 3,969.25 | 9.06 | 0.23% |