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 | 9,178.90 | 5.00 | 0.05% |
| CAC 40 | 8,200.88 | 15.70 | -0.19% |
| DAX 40 | 24,124.21 | 154.42 | -0.64% |
| Dow JONES (US) | 47,632.00 | 74.37 | -0.16% |
| FTSE 100 | 9,756.14 | 59.40 | 0.61% |
| HKSE | 26,290.35 | 55.79 | -0.21% |
| NASDAQ | 23,958.47 | 130.98 | 0.55% |
| Nikkei 225 | 51,488.12 | 180.47 | 0.35% |
| NZX 50 Index | 13,459.29 | 50.08 | 0.37% |
| S&P 500 | 6,890.59 | 0.30 | -0.00% |
| S&P/ASX 200 | 8,885.50 | 5.50 | 0.06% |
| SSE Composite Index | 4,011.15 | 5.18 | -0.13% |