Two trusted legacies, one powerful partnership

Discover our new Fixed Income solutions, powered by UBS Asset Management

A powerful partnership

At JBWere, we’re committed to offering high-quality investment solutions tailored to the specific needs of our clients.

We’re excited to expand our offering with the launch of two new fixed income funds, designed and available exclusively for JBWere wholesale clients^{^}:

UBS JBWere Australian Credit Fund

UBS JBWere International Credit Fund

These products are designed to align with JBWere’s Asset Allocation Framework.

^{^ An investor that can be an individual, company or trustee of a trust that qualifies as a wholesale investor under the Corporations Act.}

Powered by UBS

We chose to partner with UBS Asset Management because of their proven expertise in managing active fixed income strategies. You will benefit not only from UBS Asset Management’s renowned investment expertise but also from competitive investment management fees.

 Investors can take confidence in the combined heritage and proven track-record of JBWere and UBS Asset Management, two trusted names in wealth management. With decades of experience, a commitment to excellence and a shared focus on delivering value, this partnership will bring together unparalleled expertise and stability to help you navigate complex markets and achieve your long-term financial goals.

Structure

UBS will issue the products and act as the trustee, while also providing the investment management services. JBWere will have representation on an oversight committee.

The funds are structured as an Australian Unit Trust and are available via the JBWere Multi-Asset Platform (MAP).

Find out more

For more information, please contact your JBWere adviser or contact us.

Disclaimer

Published on 16 December 2024. Our views and commentary may change after this date.

General advice only. Products issued by UBS Asset Management (Australia) Ltd ABN 31 003 146 290 AFSL 222605. Products are distributed through the JBWere Multi-Asset Platform and Wealth advice services are provided by JBWere Limited ABN 68 137 978 360 AFSL No. 341162.

This document has been authorised for distribution in Australia, it may not be reproduced, adapted, transmitted, distributed or reproduced in any form by any process without the written consent of JBWere Limited. For more information, visit jbwere.com.au or contact a JBWere adviser today.

© 2024 JBWere Limited ABN 68 137 978 360, AFSL No. 341162. All rights reserved.

This information is for wholesale investors only and is intended to provide general information only and has been prepared by JBWere Limited without taking into account any particular person’s objectives, financial situation or needs. Investors should before acting on the information provided in this document, consider the appropriateness of the information having regard to their personal objectives, financial situation or needs.

Any opinions expressed in this material are those of JBWere Limited and are subject to change without notice. Although all information in this document is obtained in good faith from sources believed to be reliable no representation of warranty, express or implied is made as to its accuracy or completeness.

UBS Asset Management (Australia) Ltd (ABN 31 003 146 290) (AFS Licence No. 222605) is the issuer of the UBS Managed Investment Funds (Funds). Neither UBS Group AG nor any of its affiliates, directors, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of this material.

The information provided in this document must not be relied on to make an investment decision. It is not an offer or recommendation to acquire an interest in the Funds or recommendation to purchase or sell any particular security. Offers of interests in the Funds are contained in the relevant current Information Memorandum (IM). An investment in any of the Funds does not represent deposits or other liabilities of UBS Group AG or any other member company of the UBS Group. Your investment is subject to investment risk, including possible delays in repayment and loss of income and capital invested. The repayment of capital or income is not guaranteed by any company in the UBS Group.

Performance can be volatile and future returns can vary from past returns. You should consider the relevant IM and obtain professional advice before making any decision about whether to acquire or continue to hold an investment in the Fund(s).

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