U Asset Allocation
Meeting your investment management needs via a single diversified investment platform accessible through a unitised fund designed to match your risk appetite.
The UBP U Asset Allocation investment solutions are built on the proprietary UBP investment process to help meet your wealth objectives via a single, dynamic investment. This range draws on UBP’s long-standing expertise in managing discretionary portfolios for high-net-worth individuals and can include Sustainable and Responsible Investment strategies.
The U Asset Allocation solutions give you the flexibility to invest across geographies, asset classes and instruments. The specially designed fund structures are transparent and crafted to comply with tax regimes across a variety of jurisdictions.
The U Asset Allocation range encompasses 6 investment profiles:
- Calm SEA
- Open SEA
Bespoke investment solutions
Meeting your investment objectives through a range of goal-based investment solutions designed to cater for your individual needs, backed up by a highly personalised level of service.
In the current context, clients increasingly focus on achieving specific goals and require a tailored investment philosophy to meet them. UBP’s expertise in bespoke solutions allows us to design the innovative goal-oriented investments best suited to your specific needs, offering you the right level of interaction.
The foundation of this approach is an open, transparent and regular dialogue around the strategic aims of the portfolio, our convictions, and your requirements as they evolve over time.
UBP has devised a range of bespoke mandates to fulfil multiple outcomes for you, from wealth preservation to capital growth, while keeping risk management at the heart of the asset allocation process.
- UBP Bespoke Asset Allocation Mandates provide strategic diversification across asset classes exhibiting different risk/return profiles, as well as exposure to high-conviction investments.
- UBP Bespoke Target Return Mandates give investment solutions to achieve your predefined target return based on our estimate of the economic and broad market context in the next five years.
- UBP Bespoke Responsible Investment Asset Allocation Mandates allow you to align your investments with your personal values while generating sustainable, long-term returns.
- UBP Bespoke Fixed Income: In these times of ultra-low interest rates, active management is essential to produce a regular and consistent income. This is why UBP’s Bespoke expert team takes a global approach to fixed-income investing. Focusing on credit and interest rate instruments, our fixed income solutions emphasise capital preservation and income generation to match individual levels of risk tolerance.
- UBP Multi-Asset Income: The Bespoke Multi-Asset Income Mandate is a global, actively managed strategy. It targets a sustainable and competitive income stream across a broad range of asset classes, while preserving real purchasing power and carefully managing risk.
- UBP Equity Quality Income: The Bespoke Equity Quality Income Mandate is an actively managed equity portfolio. It aims to maximise total returns, including capital and dividend appreciation, using quantitative screening and qualitative analysis to identify high dividend-paying stocks with the potential for future growth.