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UBS Multi-Asset Income Class C - Accumulation (Gross GBP)

Sell:57.68p Buy:57.68p Change: 0.64p (1.12%)
Prices as at 9 April 2020
Sell:57.68p
Buy:57.68p
Change: 0.64p (1.12%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 9 April 2020
Sell:57.68p
Buy:57.68p
Change: 0.64p (1.12%)
Prices as at 9 April 2020
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments, we believe the Wealth 50 is a good place to start. View funds on the Wealth 50 »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

08/04/15 to 08/04/16 08/04/16 to 08/04/17 08/04/17 to 08/04/18 08/04/18 to 08/04/19 08/04/19 to 08/04/20
Annual return -4.36% 7.10% 0.28% 3.44% -7.91%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Matthew Bance
Manager start date: 6 March 2018
Manager located in: TBC

Matthew Bance is a member of the Global Investment Solutions team. He is responsible for communicating our multi-asset capability to current and prospective clients. He also participates in the review and setting of multi-asset and currency strategies. Prior to undertaking his current role in December 2007, Matthew was Deputy Manager of the RFP team. Matthew joined UBS Global Asset Management in 2005 from university, having previously undertaken a one year industrial placement at the firm within the RFP team.

manager photo
Manager Name: Philip Brides
Manager start date: 30 October 2015
Manager located in: Chicago

Philip Brides is a Portfolio Manager in the Asset Allocation and Currency team within Global Investment Solutions (GIS), based in Chicago. He is responsible for setting investment strategy across the growth and income oriented mandates. As a voting member of the Asset Allocation & Currency Committee, Philip contributes to asset allocation research and analysis in GIS. In 2014, Philip joined UBS Asset Management from BlackRock, where he had been responsible for managing Global Tactical Asset Allocation (GTAA) mandates for retail and institutional investors. Prior to that, he was co-head of BlackRock's Dynamic Diversified Growth strategy. Philip is a member of the CFA Institute. He also holds the Investment Management Certificate (IMC) and the Chartered Alternative Investment Analyst (CAIA).

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account