UOB Asset Management recommends investing in real estate Globally, diversify risks to deal with volatile stocks with “United Global Real Estate Fund Selection Do Not Sell to Retail Investors (UGREF-UI)”
Ms. Ratchada Tangharat Senior Managing Director Business Development Group, UOB Asset Management (Thailand) Co., Ltd., revealed, “From the overall world economy, the current world economy is still facing volatility. especially the factors concerning the situation of the conflict between Russia-Ukraine which is not likely to have a solution anytime soon including rising inflation numbers This caused the central banks in many countries to raise their policy interest rates. Bond interest rates have risen around the world. As a result of these factors, the overall stock market and bond investments around the world, including Thailand, will remain volatile in the short term. real estate investment It is considered as one of the alternative assets that have a different correlation with other investment assets. It is an asset that can grow in conditions of rising interest rates and inflation. Including being an asset that benefits from the economic recovery from the Covid-19 epidemic, therefore, UOB Asset Management recommends increasing the weight of real estate investments around the world. for the opportunity to receive returns in the current market conditions.”
In 2022, the IMF forecasts global GDP growth of 4.4%, while US nonfarm payrolls increased by 431,000 in the month. March shows a strong employment sector, including the CPI, the US inflation indicator. Increased to 7.9%, indicating that the economy has recovered from the Covid-19 epidemic, which has benefited the expansion of real estate related to logistics business. and warehouse Including the trend of renting large residences (Multi Family) in many regions is growing well. including entering an aging society that is becoming a mega-trend in the world As a result, the demand for senior houses for senior citizens has increased. These factors have a positive effect on quality real estate investment around the world. Because at present, investment in real estate still gives a good rate of return with a higher yield spread than investment in debt instruments. and has correlations with other types of assets relatively low It is also an asset that can generate cash flow from the recognition of rental income consistently and continuously in the long term.
Ms. Ratchada said, “From the factors supporting the economy that is in the recovery condition. thus contributing to the attractiveness of real estate investments It is also an asset that helps manage risks and reduce the volatility of the investment portfolio. Ready to increase the opportunity to receive consistent returns from the diversification of investment in quality real estate around the world. UGREF-UI Fund is the first fund open to Thai investors. Able to invest in real estate around the world directly through mutual funds And it is a fund that is distributed in various forms of real estate. for the opportunity to receive returns from real estate growth in every business.”
United Global Real Estate Fund Selection Not for Retail Investors (UGREF-UI) Risk Level 8+ (Significantly High Risk) Rate Hedging Exchange at least 90% of the foreign investment value. Focusing on investing in only one fund of UBS (Lux) Real Estate Funds Selection – Global (GREFS) (I-96 EUR ACC) (master fund). On average in the accounting year, not less than 80 percent of the net asset value of the fund. The master fund has been established and managed by UBS Asset Management (Luxembourg) SA since 2008 and has a net asset value under management of more than 7,752 million euros. Focus on active management to increase opportunities to generate consistent returns from rental income and increased asset value. has a policy to invest in quality real estate around the world especially in the United States, Canada, Europe, Japan and Asia. It currently covers a wide range of real estate through investments in 54 mutual funds around the world. These funds will directly invest in more than 8,120 real estate projects and income from more than 36,099 quality tenants (Source: UBS Asset Management, as of Dec 31, 2021) spread across real estate in many forms of business. These include industrial groups that have the opportunity to generate higher yields than other forms of real estate. including changes in the market structure Make it attractive to invest Office buildings that focus on investing in cities with high occupancy rates are properties that can generate good cash flow. Retail groups focus on investments in apartments, nursing homes and student dormitories. Quality and in a good location and residential groups (Residential) Invest in high quality commercial properties. and is in a location with high growth opportunities There is an opportunity to grow according to the changing economic structure.
Historical performance of UBS (LUX) Real Estate Funds Selection-Global I-12 acc EUR was able to generate an average historical yield of 5.54% per annum* where UBS (LUX) Real Estate Funds Selection-Global I This -12 acc EUR was established on June 30, 2008 which has a longer track record than the Master Fund, which is UBS (LUX) Real Estate Funds Selection-Global I-96 acc EUR (Master Fund) was established on 31 August 2016. The performance of UBS (LUX) Real Estate Funds Selection-Global I-12 acc EUR may not reflect the entire performance of the master fund (source UBS Asset Management as of Dec 31, 2021). -UI is suitable for institutional investors and ultra high net worth investors who meet the criteria. Minimum purchase value 500,000 baht