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
funds
Listed Investment Companies monthly performance: January 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,002.20 | 35.60 | 0.45% |
| CAC 40 | 7,938.21 | 50.75 | -0.64% |
| DAX 40 | 22,567.14 | 109.27 | -0.48% |
| Dow JONES (US) | 40,813.57 | 537.36 | -1.30% |
| FTSE 100 | 8,542.56 | 1.59 | 0.02% |
| HKSE | 24,060.85 | 598.20 | 2.55% |
| NASDAQ | 17,303.01 | 345.44 | -1.96% |
| Nikkei 225 | 37,106.48 | 316.45 | 0.86% |
| NZX 50 Index | 12,234.58 | 25.53 | 0.21% |
| S&P 500 | 5,521.52 | 77.78 | -1.39% |
| S&P/ASX 200 | 7,779.50 | 30.40 | 0.39% |
| SSE Composite Index | 3,413.98 | 55.25 | 1.65% |