Alpha and Income Select Portfolio

The Alpha and Income Select Portfolio aims global market opportunities for achieving long term, tactical growth.

Product Facts

Product: Portfolio Certificate
Security Numbers: ISIN CH0546336279 / WKN: UD8TA3 / Valor: 54633627
Denomination: SGD 1,000
Issue Price: SGD 1,000 per unit
Initial Reference Portfolio Level: 1,000.00
Settlement Currency: SGD
Settlement:Cash Settlement
Launch Date: 18 November 2020
Last Trading Day: 2 December 2027

One portfolio, 20-30 global stocks, and no constraints on allocation by industry or geographical distribution

The Alpha and Income Portfolio adopts a bottom-up stock selection approach backed by research and from keeping a pulse on key market movements.

The portfolio comprises components across these industries – education, medical, pharmaceutical, aviation, logistics, packaging, technology, and e-commerce – in the form of stocks and ETFs.

Interested parties should seek advice from a financial adviser before investing.

Updated as of November 2021

The Alpha and
Income Select Portfolio

ISSUER

UBS AG, Zurich and Basel, Switzerland acting through its London Branch

ISSUER RATING

Aa3 Moody’s / A+ S&P’s / AA- Fitch

ISSUER SUPERVISORY AUTHORITY

Swiss Financial Market Supervisory Authority (FINMA). London Branch additionally Financial Conduct Authority (FCA) and Prudential Regulation Authority (PRA). Jersey Branch additionally Jersey Financial Services Commission (JFSC).

REFERENCE PORTFOLIO ADVISOR

ZICO Asset Management

REFERENCE PORTFOLIO ADVISORY SUPERVISORY AUTHORITY

Monetary Authority of Singapore

Contact

For more information, email to funds.zicoam@zicoholdings.com or