Your gateway to the world’s top tier investment strategies.

A leader in innovative, high-performance global investment strategies, UGC Asset Management provides access to some of the world’s best-performing investment strategies that are usually reserved for sophisticated or professional investors and the super-rich.

UGC Asset Management currently manages three investment strategies, which are available for recommendation by UGC and external Financial Advisers. Book your free wealth assessment today.

Platinum Alpha Strategy Performance

Performance vs Benchmark Indexes

Performance vs UGC Representative Industry Average Performance

Asset Allocation

UGC Asset Management Strategies

UGC Platinum Alpha Fund

This fund offers return-focused, capital growth on medium to long-term investments for shares listed on the world’s major investment markets. Quantitative and qualitative stock selection to generate an after-fee, pre-tax return.

UGC Platinum Alpha (Separately Managed Account)

This fund relies on quantitative & qualitative stock selection methodology and assessment processes including pre-determined portfolio management, capital allocation and risk management decision-making to invest in listed ETFs.

UGC Global Alpha Fund (Hedge Fund)

This fund utilises a range of short, medium, and long-term investment and trading strategies across world markets to generate an after-fee, pre-tax return of greater than 5% p.a. or 20% p.a. on an absolute basis over a rolling five-year period.

UGC INVESTING SERIES

PART 1: BECOMING A SUCCESSFUL INVESTOR

PART 2: INTRODUCTION TO VALUE INVESTING

PART 3: GROWTH INVESTING AND TECHNICAL ANALYSIS

PART 4: WHERE WE INVEST

PART 5: USING OPTIONS TO LOWER RISK

PART 6: MACRO ECONOMIC MODELLING

Ever wondered what separates the ordinary investors from super successful investors? Ready to take your wealth creation aspirations to the next level? Get in contact with the United Global Capital team on (03) 8657 7640. Alternatively, you can complete our contact form.

OUR FUND BROCHURES

Please click on the cover images opposite to download our fund brochures.

Talk to Our Investment Specialists

Please complete the form opposite to receive a FREE one hour assessment with a UGC adviser.

We can offer face to face, video or telephone meetings in the morning or afternoon to suit your schedule and availability.

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