UBS Australia Launches Inaugural SIV Compliant Fund

Perhaps with one eye on the burgeoning wealth being created across both North and South East Asia, UBS Global Asset Management in Australia has launched its inaugural Significant Investor Visa fund into the Australian marketplace.

The new Commonwealth Significant Investor Visa (SIV), effective from 1 July 2015, aims to attract high net worth investors to Australia under a temporary visa arrangement who invest a minimum of $5 million across a mandated range of SIV complying investments.

The UBS Australian Small Companies SIV Fund (the Fund) has been designed with the objective of satisfying the SIV emerging companies complying investment criteria, which mandates a minimum of $1.5 million into emerging companies investments.

The Fund will offer investors access to an actively managed, core style, portfolio of small cap securities, managed by a team of four experienced small cap portfolio managers, who together hold over 65 years of industry experience.

"We are delighted to be able offer an Australian small cap product which has been designed specifically for clients seeking a SIV compliant fund," said Stephen Wood, Co-Portfolio Manager for the UBS Australian Small Companies SIV Fund. "The UBS small caps team has been offering small cap funds to the Australian market with strong track records for over a decade. The addition of the UBS Australian Small Companies SIV Fund aims to help eligible investors with access to a solution that targets their SIV requirements whilst at the same time gaining access to UBS' extensive small cap expertise and capabilities."

"UBS, as one of the largest global asset management businesses in the Australian market, has vast capabilities in the emerging companies space, making the UBS Australian Small Companies SIV Fund uniquely placed to directly cater for clients requiring high quality SIV compliant funds," commented Bryce Doherty, Head of Global Asset Management in Australia & New Zealand. "The launch of the Fund is a prime example of UBS Global Asset Management's ability to respond quickly to market demands and regulatory changes."


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