View more on these topics

UBS Global Asset Management – Multi-Asset Income Fund

UBS Global Asset Management – Multi-Asset Income Fund

Type: Oeic

Aim: Income and growth by investing globally in a portfolio of bonds, equities and real estate investment trusts

Minimum investment: Lump sum £1,000, monthly £50

Investment split: 25% index-linked bonds, 25% US high yield, 10% UK Reits, 9% European equities, 8% US investment grade bonds, 8% US equities, 5% global Reits, 5% EU investment grade bonds, 3% UK equities, 2% UK investment grade bonds

Charges: Initial 4%, annual 1.25%

Commission: Initial up to 3%, renewal 0.5%

Tel: 0800 587 2111


Wrap view: Lee Robertson

I read that IFA platform assets are about to exceed £80bn this quarter in 2009.  This is a serious amount of investors’ assets now migrated from the traditional providers of managed and with-profits funds.  I do accept however that some of these assets have not moved very far but are held on wraps operated by […]

Axial comes under Ignis branding

Axial Investment Management has rebranded under the Ignis Asset Management banner, completing the merger of the two businesses. Ignis Asset Management is looking to broaden its range of fixed-return products for third-party investors with a multi-asset, absolute return vehicle. It is also considering widening its use of derivatives across the investment division as well as […]


An invitation from the FSA

Alan Lakey I have been fending off inquisitors demanding to know how I felt about Aifa replicating the Adviser Alliance policies in respect of the RDR. As I related to the enquirers, I do not have a problem with this because ultimately we are all on the same side. In fact, it has to be […]

Singapore cover image - thumbnail

White paper — Singapore International Insights

Jelf Employee Benefits assesses key trends within the international private medical insurance provision of organisations with employees in Singapore. Benefit structure, cost management and healthcare facilities are examined and key considerations are highlighted. This edition will be of particular interest to global human resource directors and benefit managers with local and expatriate populations in Singapore.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm