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UBS AG's London Branch Receives Approval for Listing of UBS Portfolio Notes on JSE

Strategic Insights

— 1 min read

UBS AG's London Branch has secured approval from the JSE Limited for the listing of its UBS Portfolio Notes on the Johannesburg Stock Exchange (JSE). This marks a significant development in the financial market sector, offering a new investment opportunity to investors. The UBS Portfolio Notes are linked to the Excelsia Emerging Market Equity Portfolio, a Reference Portfolio actively managed by a Reference Portfolio Advisor. The approval brings a structured opportunity for investors to engage with emerging market equities through a reputable financial institution, contributing to the diversification of investment portfolios.

Key Takeaways:

  • The UBS Portfolio Notes are linked to the Excelsia Emerging Market Equity Portfolio, a Reference Portfolio actively managed by Excelsia Capital Proprietary Limited, founded in 2016.
  • The Reference Portfolio seeks to provide medium to long-term capital growth through its investment in listed equity and equity-related securities.
  • The investment universe for the Reference Portfolio includes stocks that are part of the MSCI Emerging Markets Index and emerging market stocks worldwide with a minimum market capitalization of USD 500.00 million.
  • The listing of the UBS Portfolio Notes on the JSE offers investors a structured opportunity to engage with emerging market equities through a reputable financial institution.
  • The Reference Portfolio is actively managed by Excelsia Capital Proprietary Limited, which operates under registration number 2015/131328/07 and is regulated as a Financial Services Provider with the Financial Sector Conduct Authority, holding a Cat II licence.
  • The firm's valuation-based philosophy is consistently applied across its strategies.
  • The UBS Portfolio Notes are exposed to various currencies, including USD, EUR, and GBP synthetic cash.

Statistics:

  • The UBS Portfolio Notes are linked to the Excelsia Emerging Market Equity Portfolio.
  • The Reference Portfolio is actively managed by Excelsia Capital Proprietary Limited, a firm founded in 2016.
  • The investment universe for the Reference Portfolio includes stocks with a minimum market capitalization of USD 500.00 million.
  • The listing of the UBS Portfolio Notes on the JSE offers a new investment opportunity to investors.
  • The Reference Portfolio seeks to deliver stable performance with average or lower volatility over time.

Sources:

  • Johannesburg Stock Exchange (JSE)
  • UBS AG's London Branch
  • Excelsia Capital Proprietary Limited
  • Financial Sector Conduct Authority
  • JSE Limited

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