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UBS Asset Management to tour the UK with its Defensive Growth Fund


In a sign of the times and the current increased fear of volatility, UBS Asset Management, in association with the lang cat, is to take its Multi-Asset Defensive Growth fund on a UK tour, visiting the East Midlands, Colchester, Surrey and Winchester.

The roadshow will be hosted by UBS Asset Management’s Michael Walsh (pictured), Investment Specialist, Investment Solutions, and Nick Webb, Head of UK Retail, and will feature Mike Barrett, Consulting Director from the lang cat.
UBS writes that the timing is pertinent, as many advisers are looking for solutions which offer the potential for long-term investment growth, but also some protection from current – and expected – market volatility through diversification.
The Multi Asset Defensive Growth Fund, with a Defaqto Risk Rating of four, is based on a systematic rule-based risk management approach with the aim of reducing losses. The Fund is designed to offer genuine diversification with no overreliance on any one type of asset, balancing exposures across a range of asset classes to support growth. It launched as an OEIC in the UK in January this year, and has returned 10.1 per cent since inception against a comparator benchmark that returned 2.8 per cent in the same period. 
Walsh says: “Diversification has clear benefits as a shock absorber, but periods of high volatility show that there can be limits to this. Only highly liquid, low risk assets delivered positive returns during the volatility over the fourth quarter of 2018, for example, with other assets generally falling in value, often sharply.
 “Our fund aims to take a diversified balance of asset class holdings and marry this to a clear process to manage the risk of sharp losses. Portfolio losses are not expected to exceed 10 per cent (gross of fees) over a 12-month period. This added peace of mind seems to resonate with advisers and their clients.
“But growth is important too. We are targeting investment growth over the long term of five to ten years, with a comparator of cash plus 4 per cent per annum.”
Nick Webb, Head of UK Retail, UBS Asset Management says: “While we can’t be certain of the future, many indicators suggest that we are a long way into the current economic cycle. Therefore, it is increasingly important to look to brace your assets against a potential downturn. We feel that the Multi Asset Defensive Growth Fund fits the bill, and we look forward to discussing it with advisers as we take our message on the road.”

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