UBS Microcap fund now on Macquarie Wrap

macro-economics/microcap/macquarie-investment-management/UBS/

25 July 2016
| By Anonymous (not verified) |
image
image image
expand image

The UBS Microcap fund has been added to Macquarie's wrap platform, providing investors with access to fast growing companies, which were not affected by macroeconomic trends.

UBS said they launched their microcap fund 18 months ago, as it provided investors with an actively managed diversified portfolio, which invested in some of the fastest growing companies on the Australian market.

The fund generated 18.4 per cent per annum (after fees), compared to the 5.5 per cent benchmark.

UBS portfolio manager, Joel Fleming, said in the current low growth environment, the fund provided access to Australia's most dynamic companies that were often underappreciated due to their size.

Head of UBS Asset Management, Bryce Doherty said, investors were increasingly demanding products that provided more certainty, while they still had real growth opportunities.

"Being included on the Macquarie Wrap platform provides advisory groups a clear path to our research and insights in this often hard to access segment of the market," Doherty said.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

3 days 13 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo