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 Update

Performance vs Benchmark Indexes

Performance vs UGC Representative Industry Average Performance

Asset Allocation

UGC Asset Management Strategies

UGC Platinum Alpha Fund

The UGC Platinum Alpha Fund’s objective is to generate an after-fee, pre-tax return of the greater of 3% per annum above the MSCI World Index (AUD), or 13% per annum on an absolute basis over a rolling five-year period. Since inception on 25 May 2016, this strategy has consistently generated returns in excess of 20% per annum net of fees.

We offer a total return-focused, concentrated, capital growth biased investment approach with a specific focus on medium to long-term investments in largely growth focused listed shares across the world’s major investment markets. The strategy will primarily invest in listed equities or listed equity exchange traded funds (ETFs); however, we will also utilise a range of equity, index, ETF, currency, commodity and derivative instruments to assist us in our management of risk and in achieving our desired net exposure.

Our predominant strategy consists of a quantitative and qualitative stock selection methodology and assessment process, as well as a defined and pre-determined portfolio management, capital allocation, risk management decision making framework and process. The strategy utilises a number of financial products including direct shares, ETFs, derivatives and leveraged products (Stock & Index CFD’s, leveraged ETF’s, Inverse ETF’s, Leveraged Inverse ETF’s, Index Futures, FX Margin, FX Cash & ETO’s).

UGC Platinum Alpha (Separately Managed Account)

The UGC Platinum Alpha SMA’s objective is to generate an after-fee, pre-tax return of the greater of 3% per annum above the MSCI World Index (AUD), or 13% per annum on an absolute basis over a rolling five-year period. Since inception on 25 May 2016, this strategy has consistently generated returns in excess of 20% per annum net of fees.

We offer a return-focused, concentrated, capital growth biased investment approach with a specific focus on medium to long-term investments in largely growth-focused listed shares across the world’s major investment markets. The strategy will primarily invest in listed equities or listed equity exchange traded funds (ETFs); however, we will also utilise a range of equity and index ETFs to assist us in our management of risk and in achieving our desired net exposure.

Our predominant strategy consists of a quantitative and qualitative stock selection methodology and assessment process as well as a defined and pre-determined portfolio management, capital allocation, risk management decision making framework. The strategy utilises a number of financial products including direct shares and ETFs.

UGC Global Alpha Fund (Hedge Fund)

The UGC Global Alpha Fund’s objective is to generate an after-fee, pre-tax return of the greater of 5% per annum above the MSCI World Index (AUD) or 20% per annum on an absolute basis over a rolling five-year period.

We offer a return-focused, concentrated, long term capital growth and tactical swing trading investment approach. This strategy will utilise a range of short, medium and long-term investment and trading strategies across the world’s major investment markets . The strategy will primarily invest and trade in listed equities, listed equity exchange traded funds (ETFs), exchange traded and over-the-counter equity, index, currency and commodity derivative instruments. The aim is to ensure the portfolio is appropriately positioned for maximum profit but suitably guarded against potential risks.

Our predominant strategy consists of a quantitative and qualitative stock selection methodology and assessment process as well as a defined and pre-determined portfolio management, capital allocation, risk management decision making framework. The strategy utilises a number of financial products including direct shares, ETFs, derivatives and leveraged products (Stock & Index CFD’s, leveraged ETF’s, Inverse ETF’s, Leveraged Inverse ETF’s, Index Futures, FX Margin, FX Cash & ETO’s).

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.

Free Assessment

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