UBS (Lux) Equity Fund – China Opportunity

Why invest in the UBS China Opportunity Fund?

Chinese corporates are doing pretty well

“I think Chinese entrepreneurs are still working very hard. They are making good progress. This gives us a lot of confidence to stay invested for the long term.”

Bin Shi, Head of China Equities

What’s Next in China?

1. Invests in future growth leaders

The Fund has a track record of investing in smaller companies that has since grown many folds. It continues to find opportunities in smaller companies and currently holds over 25% in small-mid cap stocks.1

2. Invests in high conviction names

The investment team only buys stocks that they believe have strong, long-term growth potential and is not influenced by benchmark weights.
The Fund has 60 stocks compared to 704 in the benchmark.2


Invest now

Speak to our distribution partners to learn more

  1. DBS Bank
  2. Maybank
  3. Citibank
  4. UOB Bank
  5. UBS Wealth Management

1 Source: UBS Asset Management, as at end June 2023.

2. Source: MSCI, MSCI China 10/40 Index, UBS Asset Management. Data as of end March 2023. Note: This information should not be considered as a recommendation to purchase or sell any security.

This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

UBS (Lux) Equity Fund (the "Fund") is a Luxembourg open-ended investment fund. UBS Asset Management (Europe) S.A. is the responsible person for the Fund and the Fund's sub-fund, UBS (Lux) Equity Fund – China Opportunity (USD) (the "Sub-Fund") recognised under Section 287 of the Securities and Futures Act of Singapore. UBS Asset Management (Singapore) Ltd (Company Registration No.:199308367C) has been appointed as the Singapore representative ("UBS AM SG").

Investors should read the Singapore prospectus (“Prospectus”) for further details before deciding to subscribe for or purchase units in the Sub-Fund, a copy of which can be downloaded from our website. The Prospectus can also be obtained free of charge from UBS AM SG, or from any of our authorized distributors as listed in our website. The price of the units in the Sub-Fund and the income accruing to those units, if any, may fall as well as rise. The Sub-Fund may [use or] invest in financial derivative instruments* to the extent permitted under Luxembourg laws. Due to the investment policies [and/or portfolio management techniques] of the Sub-Fund, it may experience greater volatility in its net asset value*. Investments in the Sub-Fund are not deposits in, obligations of, or guaranteed or insured by UBS AM SG, UBS AG, UBS Asset Management or any of their subsidiaries, associates or affiliates or distributors of the Sub-Fund and are subject to investment risks, including the possible loss of the principal amount investment. Past performance of the Sub-Fund, the management company and the portfolio manager and any past performance, prediction, projection, forecasts or information on the economic trends or securities market are not necessarily indicative of the future or likely performance of the Sub-Fund or the management company or the portfolio manager or a guarantee of future trends. [Any extraordinary performance may be due to exceptional circumstances which may not be sustainable.] No responsibility can be accepted by the management company or the portfolio manager to anyone for any action taken on the basis of the analysis. No representation or promise as to the performance of the funds or the return on your investment is made. Units of the Sub-Fund are not available to U.S. persons.

The information about the Sub-Fund provided in this document does not constitute an offer or solicitation to deal in units of the Sub-Fund or investment advice or recommendation. It is for informational purposes only. This document was prepared without regard to the specific investment objective(s), financial situation or the particular needs of any person. It is based on certain assumptions, information and conditions available as at the relevant date(s) and may be subject to change at any time without notice. Nothing in this document should be construed as advice or a recommendation to buy or sell units in the Sub-Fund. Investors may wish to seek independent advice from a financial adviser before making a commitment to invest in the Sub-Fund). In the event an investor chooses not to seek advice from a financial adviser, the investor should consider whether the Sub-Fund is suitable for him.

© UBS 2023. The key symbol and UBS are among the registered and unregistered trademarks of UBS.
All rights reserved.

*Please refer to the Prospectus for more information on the risks associated with investments in financial derivative instruments and the Sub-Fund's volatility.

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