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: December 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
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 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 | 9,189.90 | 15.70 | 0.17% |
| CAC 40 | 8,152.15 | 9.10 | 0.11% |
| DAX 40 | 24,969.41 | 68.70 | 0.28% |
| Dow JONES (US) | 49,336.04 | 237.33 | 0.48% |
| FTSE 100 | 10,179.95 | 36.51 | 0.36% |
| HKSE | 26,765.52 | 135.56 | 0.51% |
| NASDAQ | 23,592.88 | 91.64 | 0.39% |
| Nikkei 225 | 52,885.25 | 803.64 | -1.50% |
| NZX 50 Index | 13,460.74 | 96.13 | -0.71% |
| S&P 500 | 6,949.09 | 33.48 | 0.48% |
| S&P/ASX 200 | 8,860.10 | 15.00 | 0.17% |
| SSE Composite Index | 4,132.60 | 3.56 | -0.09% |