Securities

Strengthening your investment portfolio with compelling investment opportunities.

The UGC Securities team are experts when it comes to attracting long-term opportunities for investment, both in Australia and internationally.

Our securities advisers scan the world to find appealing long-term investment opportunities, conducting in-depth research and analysis and making timely recommendations to position you for strong profit potential.

If you are new to making big investments, we’ll work with you to design and implement the best investment and trading strategies suitable for your specific circumstances and personal risk tolerance. Once we’ve finalised your portfolio construction, we’ll continue to actively manage your portfolio and advise you on the latest opportunities the UGC Securities team uncover.

What we do

UGC Securities assists clients with the construction and management of their investment portfolios, opening up direct access to global capital markets. This allows our clients to take advantage of a diverse range of investment strategies and asset classes. Our clients invest in major global investment trends, and own shares in some of the world’s fastest growing and most dynamic businesses.

Your UGC Securities adviser has extensive knowledge of financial markets, knowing how to work them for your benefit. We will give you advice, support and access to the best opportunities worldwide, helping you achieve strong results on all your investment goals.

Our specialists manage assets on behalf clients, covering:

> Shares
> Derivatives
> Foreign currencies and exchange
> Cash, money market and term deposits
> Fixed interest and income securities
> Managed investments
> Alternative investments

Our Investment Philosophy

We take a disciplined, highly selective and highly critical approach to investment selection for our clients, ensuring they get the most out of their portfolios. The techniques we use have been derived from some of the world’s most successful investors, ensuring that our results remain at high levels and are repeatable through every investment cycle.

UGC Platinum Alpha (Direct)
The UGC Platinum Alpha strategy’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. This strategy is ideal for investors looking for high rates of capital growth and low levels of income.

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, 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. It also includes 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).

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).

In order to achieve the total return and income objectives of the strategy, the manager will utilise a range of income producing strategies. These include investing dividend paying and dividend growing shares, selling cash covered put options and stock covered call options. Income returns will be derived from a combination of these strategies.

Each investment selection we make is based on our proprietary Quality, Value and Trend methodology. To learn more about our unique and highly successful approach to investing in the financial markets, give us a call on (03) 8657 7640 or complete our contact form.

Free Financial Assessment

Ready to take control of your financial future? Book your Free Financial Assessment today. During this 15-minute call, one of our Financial Adviser Associates will evaluate your personal financial position and determine the next actions and steps appropriate for your personal goals.