1. High, reliable monthly income  The core appeal is simple: the fund pays more income than a traditional equity strategy. It blends natural dividends from high‑quality global companies with additional income from call‑option writing, creating a steady monthly payout that many investors value for budgeting, retirement, or supplementing other income sources.
2. Income without stepping out of equities  You don’t have to choose between income and long‑term growth. The strategy keeps investors fully invested in global equities, giving them access to market upside while still generating enhanced income. For many, this is a more attractive alternative to low‑yield bonds or cash.
3. Quality‑driven stock selection  The portfolio focuses on companies with:

• Strong balance sheets
• Resilient cash flows
• Sustainable dividends

This helps avoid “yield traps” and supports long‑term stability — a key concern for income‑focused investors.

4. Global diversification  The fund invests across the US, Europe, Asia, and emerging markets. Clients gain exposure to the world’s strongest dividend franchises rather than relying on one region or sector. This diversification helps smooth returns and reduce concentration risk.
5. A proven, disciplined process  UBS has managed this strategy for years, with an experienced team and a clear objective: deliver at least 110% of the income of the MSCI ACWI (GBP‑hedged) over any 12‑month period.
   The combination of equity income + option premia is applied consistently, giving clients confidence in how the fund behaves through different market environments.
6. Attractive for investors seeking stability  Monthly income, quality companies, and a diversified global approach make this strategy appealing to:

• Retirees
• Income-dependent investors
• Those seeking smoother returns
• Investors reallocating from bonds or cash into equities
• Investors wanting a “core income” holding in a portfolio

7. A compelling alternative in a low‑yield world  With many traditional income sources offering limited yield, this fund provides a way to keep capital working harder while staying in mainstream, liquid global equities.

The client takeaway

The UBS Global Enhanced Equity Income Fund is designed for investors who want high monthly income, global diversification, and long‑term equity growth in one place. It’s a disciplined, quality‑focused strategy that enhances income without abandoning equity exposure — making it a compelling option for clients seeking a more productive income solution.

Top dividend payer – on a standard £10,000 investment

Over the five years to the end of 2025, UBS Global Enhanced Equity Income paid out £5,585.90 in dividends on a £10,000 investment.

This makes it the strongest income generator in its peer group on a like‑for‑like basis.