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
113.54p
1.78p (+1.59%)
Fund Code
UBGAA
B4MGDQ0
GB00B4MGDQ07
Prices updated as at 01 Apr 2026
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
Evan Brown
Lead manager start date
27 Jan 2026
Lead fund manager biography
Evan Brown, CFA is a Portfolio Manager and Head of Multi-Asset Strategy in the Investment Solutions team at UBS Asset Management. He co-manages UBS’s Global Allocation Fund, US Allocation Fund and Multi-Asset Portfolios (MAPs). As Head of Multi-Asset Strategy, Evan drives macro research and tactical asset allocation investment process for over $160 billion in client portfolios.
Prior to joining Investment Solutions, Evan was a strategist and portfolio manager for macro hedge fund strategies at UBS O'Connor and Millennium. Previously, Evan co-ran US FX Strategy at Morgan Stanley, where he was top ranked in the All-Americas Institutional Investor poll for Currencies/Foreign Exchange.
Evan worked on the New York Fed's Open Markets Desk from 2006 to 2009, where he briefed senior policymakers on financial market developments and helped build policy responses during the Global Financial Crisis.
Evan holds an M.B.A. from the Stanford Graduate School of Business and a B.A. in economics from Brown University.
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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