UBS Microcap Fund
UBS0057AU
UBS Microcap Fund UBS0057AU Strategy
The Portfolio Manager's overarching strategy is to identify those Microcap shares that are believed to be undervalued by the market, based on an assessment of the companies' future cash flows. Normally the Fund will hold between 35 - 65 stocks in companies with a market capitalisation of generally less than $250m at the time of initial purchase. The Portfolio Manager searches for businesses that have exposure to growing markets or are benefiting from changes in the market structure and are in a rapid growth phase of their life cycle.
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
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common.
funds
Chart of the Week: The resounding impact of fees on your fund’s success
An updated look at the enduring predictive power of fees.
funds
Listed Investment Companies monthly performance: March 2026
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 | 8,966.00 | 17.10 | 0.19% |
| CAC 40 | 8,209.09 | 62.50 | 0.77% |
| DAX 40 | 25,124.17 | 121.13 | 0.48% |
| Dow JONES (US) | 51,225.54 | 146.66 | 0.29% |
| FTSE 100 | 10,373.51 | 34.56 | 0.33% |
| HKSE | 26,038.32 | 640.14 | 2.52% |
| NASDAQ | 27,092.34 | 5.53 | 0.02% |
| Nikkei 225 | 66,734.24 | 200.09 | -0.30% |
| NZX 50 Index | 13,170.71 | 73.84 | -0.56% |
| S&P 500 | 7,607.15 | 7.19 | 0.09% |
| S&P/ASX 200 | 8,724.40 | 17.70 | 0.20% |
| SSE Composite Index | 4,075.10 | 17.36 | 0.43% |