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Fund Name
1y
3y ann.
5y. ann
Yield
Risk level
Fund-level fees after Cashback
Fees saved on Endowus
AllSpring GI  |  LU0353189763
US All Cap Growth Fund
Equities
US
USD
Acc
+24.62%
+21.56%
+9.50%
-
0.95%
0.78%
AllSpring GI  |  LU0353189763
Global Equity Enhanced Income Fund
Equities
Global
USD
Dist
+23.74%
+18.60%
+12.87%
-
0.80%
0.60%
AllSpring GI  |  LU0353189763
Climate Transition Global Investment Grade Credit Fund
Fixed income
Global
USD
Acc
+4.23%
+5.08%
-
5.32%
0.95%
-
AllSpring GI  |  LU0353189763
US All Cap Growth Fund
Equities
US
USD
Acc
Moderately high risk
1y:
+24.62%
3y ann.:
+21.56%
5y ann.:
+9.50%
AllSpring GI  |  LU0353189763
Global Equity Enhanced Income Fund
Equities
Global
USD
Dist
Moderately high risk
1y:
+23.74%
3y ann.:
+18.60%
5y ann.:
+12.87%
AllSpring GI  |  LU0353189763
Climate Transition Global Investment Grade Credit Fund
Fixed income
Global
USD
Acc
Low risk
1y:
+4.23%
3y ann.:
+5.08%
5y ann.:
-

About

UBP

UBP Asset Management, a division of the Swiss private bank Union Bancaire Privée, UBP SA, manages assets worth 154.4 billion CHF as of Dec 2024, focusing on performance and capital preservation.

Founded in 1969 and headquartered in Geneva, UBP has expanded its presence to over 20 locations globally, supported by more than 300 dedicated staff within its Asset Management division. The firm caters to a diverse client base, including institutional clients and third-party distributors, through conviction-based approaches that stress active management and ESG integration.

This strategy is supported by a robust infrastructure and a commitment to responsible investing, with team members leveraging both internal and external research for superior long-term performance. UBP's ownership by the de Picciotto family underscores its independence and long- term strategic vision.

Why

UBP

A range of actively managed strategies

Knowing our clients’ concerns and expectations, we have a clear and long-term view on how to position ourselves: as an active manager, who focuses on its key expertise, demonstrating boldness and agility in finding solutions to address the clients’ demands via five business lines:

  • Long-Only Platform: A select range of in-house, actively managed strategies (global and emerging fixed income: global and regional equity: impact: convertible bonds).
  • Alternative Investment Solutions: Access to Pure Alpha and Strategy Alpha (Single manager UCITS, Multi managers and customised mandates).
  • Private Markets Group: Proprietary deal flow to Private Markets such as Real Estate. Private Equity, Private Debt and Infrastructure.
  • Partnerships: Teaming up with unparalleled skills in our clients’ best interests with partners who complement our offering with a common mind-set in terms of product intelligence, client coverage and superior client service.
  • Asset Allocation and DPM: Asset Allocation, Discretionary Portfolio Management, Structured Products and Fore.

‍Investment expertise through dedicated teams
Within each business line, dedicated and autonomous investment teams, both internal or via partnerships, manage different asset classes to exploit all of the most rewarding sources of return in each market we invest in, applying a bottom-up or a top- down decision process or a blend of both. Each team is composed of experienced professionals and is directly responsible for research, portfolio management and trading. Risk management is an integral part of each investment team’s process.

We offer a range of open funds, domiciled and regulated in different legal jurisdictions. We also have a long-standing experience in managing dedicated mandates that are tailored to clients’ individual needs, objectives and risk profiles.

Awards

More from

UBP

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Investment expert Howard Marks discusses reallocating capital away from ownership and leverage (equities and leveraged investments) and towards lending (credit instruments) as a more attractive investment strategy, citing the potential for competitive returns and lower uncertainty in the credit market compared to equities.

Memos from Howard Marks (Lessons from Silicon Valley Bank)

Lessons from Silicon Valley Bank (Apr 17, 2023)
Howard Marks, Co-Chairman of Oaktree Capital discusses the significance of the Silicon Valley Bank collapse. He argues that it likely doesn't portend a wave of banking failures but may amplify preexisting wariness among investors and lenders, leading to further credit tightening and additional pain across a range of industries and sectors.

Memos from Howard Marks (Sea Change)

Sea Change (Dec 13, 2022)
Investment expert Howard Marks discusses the recent shift in market dynamics, including low interest rates and increasing inflation, and shares his advice on how investors should approach these changes. Marks emphasizes the importance of staying disciplined and focusing on high-quality investments with sustainable business models.

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