UBS Global Allocation Fund (UK) Class C Accumulation Shares
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
96.78p
0.20p (+0.21%)
Fund Code
UBGAA
B4MGDQ0
GB00B4MGDQ07
Prices updated as at 07 May 2025
Prices in GBX
Investment objective
The Fund aims to grow the value of investors investment over the medium to long term (3 to 5 years). The Fund invests in global equities, global bonds, warrants, money market instruments, deposits and cash or near cash. The Fund may invest in these assets directly or through investments in other funds. At times the Fund may be predominantly invested in other funds.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
UBS Asset Management Funds Ltd
Fund launch date
15 Aug 2012
Domicile
United Kingdom
UCITS
Yes
Lead manager
Nicole Goldberger
Lead manager start date
01 Jul 2020
Lead fund manager biography
Nicole is a Portfolio Manager and Head of Growth Portfolios within the Investment Solutions team, based in New York. She is responsible for the management and investment oversight of all growth portfolios globally.
In January 2020, Nicole joined UBS Asset Management from JPMorgan Asset Management's Multi-Asset Solutions team, where she was the lead portfolio manager responsible for managing Global Tactical Asset Allocation (GTAA) and balanced portfolios for institutional and retail clients. Prior to that, Nicole was a portfolio manager for a range of different multi-asset class solutions, including flexible total return portfolios with private markets, diversified benchmark-aware mandates, 529 age-based portfolios, inflation aware multi-strategy funds, liability-driven investment (LDI) portfolios and target date funds. Having spent over 16 years at JPMorgan, Nicole also focused on manager selection and portfolio construction across both traditional and alternative asset classes.
Nicole is a CFA charterholder. In 2019, Nicole was named by Citywire as one of the best 30 female fund managers in the world.
Fund manager
Alistair Moran
Manager start date
01 Mar 2017
Fund manager biography
Alistair Moran is a Portfolio Manager within the Investment Solutions team at UBS Asset Management. His primary focus is on multi asset growth portfolios and currency strategies. As a member of the Investment Committee, Alistair also contributes to strategy setting across the full range of Investment Solutions capabilities. Alistair joined the firm in 2013 and was previously a Financial Regulator. His later roles involved the analysis of risks within the asset management industry and the supervision of asset management companies. Alistair is a member of the CFA Institute.
Head office
5 Broadgate, London EC2M 2QS
London
United Kingdom
EC2M 2QS
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