Global Equity Fund ex-UK - UBS

These funds are invested in shares throughout the world. A significant amount of the investments are in foreign companies and are therefore not priced in sterling. Therefore, the price of your investments will also depend on the movements in exchange rates over time.

However, the Fund Manager has a larger universe to select shares, and therefore potentially has many opportunities to make money. The other benefit is that the larger universe allows the Fund Manager to reduce the concentration in the shares of any one company, reducing your risk in the event of a company becoming bankrupt.

The returns that you can expect from equities are volatile and therefore such a fund is most appropriate when you are not too close to retirement and are prepared to invest for the long-term.

The Plan currently offers you an actively managed fund run by UBS.

Find out more about the fund fact sheet and prices.