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

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New Zealand ESG Funds draw bumper inflows in Q2 2026

Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
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The 10 US stocks top fund managers are selling in a jittery market

Top investors have been selling these stocks recently.
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The index fund turns 50: How Jack Bogle changed investing forever

Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’

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