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

Chart of the Week: The role of semiliquid funds in your portfolio

Understanding their purpose, requirements and application for investors.
funds

Why this US fund manager says AI threatens to destroy company moats

Only one of the five classic moat pillars has predictive power today, says Westwood’s Adrian Helfert.
funds

Blue Owl offers a harsh lesson for semiliquid fund investors

Analyzing the saga of this US private credit BDC.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,628.3034.80-0.40%
CAC 407,665.62142.25-1.82%
DAX 4022,380.19459.37-2.01%
Dow JONES (US)45,577.47443.96-0.96%
FTSE 1009,918.33145.17-1.44%
HKSE25,277.32223.26-0.88%
NASDAQ21,647.61443.08-2.01%
Nikkei 22553,372.531,866.87-3.38%
NZX 50 Index12,921.3968.60-0.53%
S&P 5006,506.48100.01-1.51%
S&P/ASX 2008,428.4043.90-0.52%
SSE Composite Index3,957.0549.50-1.24%

Market Movers