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.