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

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).

UGC Global Alpha Webinar March 10, 2021

In this webinar, UGC founder and CEO Joel Hewish sharing insights into the Global Alpha Fund.

If you would like to learn more, call us on (03) 8657 7640 today.

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.

If you would like to learn more, call us on (03) 8657 7640 today.