TEAM UCITS refers to the UCITS investment funds managed by TEAM Asset Management and distributed through NEBA Financial Solutions to financial advisers. These funds provide professionally managed, diversified investment portfolios designed for different investor risk profiles.
What does UCITS mean?
UCITS stands for Undertakings for Collective Investment in Transferable Securities. It is a European regulatory framework for investment funds. UCITS funds must comply with requirements covering areas such as eligible investments, diversification, risk management, investor disclosures and fund oversight. In simple terms, UCITS provides a recognised regulatory structure for pooled investment funds.
TEAM’s UCITS funds
Multi Asset Growth
Moderate to higher risk
Designed for investors seeking long-term growth who can tolerate greater investment fluctuations. Targets approximately 60% equity risk through market cycles.
View fund page →Multi Asset Balanced
Moderate risk
Designed to balance growth potential with diversification across multiple asset classes. Targets approximately 50% equity risk through market cycles.
View fund page →Multi Asset Conservative
Lower relative risk
Designed for more cautious investors, with approximately 25% equity risk targeted through market cycles and exposure to multiple asset classes.
View fund page →These risk classifications are relative to one another. The Conservative Fund is not risk-free, and investors can still lose money.
How do TEAM UCITS funds work?
Client invests in a UCITS fund
Purchases fund units through an eligible investment platform or arrangement.
TEAM Asset Management manages the portfolio
Investment selection, asset allocation and portfolio risk management.
Returns and losses flow through to investors
The value of fund units changes with investment performance and costs.
The funds invest across multiple asset classes and global markets, rather than relying on a single company, sector or country.
UCITS funds versus MPS
In NEBA’s product range, you may also see MPS, which stands for Model Portfolio Service.
| Feature | TEAM UCITS Funds | TEAM MPS |
|---|---|---|
| Structure | Regulated investment fund | Managed model portfolio |
| Investment management | TEAM Asset Management | TEAM Asset Management |
| Investor holds | Units in a fund | Investments held through the relevant portfolio arrangement |
| Portfolio management | Fund-level investment management | Portfolio management implemented through the relevant platform or provider |
| Track record | The UCITS funds have their own launch dates and performance histories | The established MPS portfolios have a longer performance history |
The UCITS funds are designed to provide access to TEAM’s multi-asset investment strategies through a fund structure. Although the UCITS and MPS offerings may follow similar underlying strategies, their structures, costs, performance histories and implementation can differ.
Key points for advisers
- Capital at risk: TEAM UCITS funds are professionally managed, diversified investment funds. They are not structured notes or capital-protected products. Their value fluctuates with the underlying investments, and capital is at risk.
- Fees: The ongoing charges figure (OCF) or total expense ratio (TER), where applicable, should be checked in the relevant factsheet or KIID. These are fund-level cost measures and should not automatically be treated as the client’s total investment cost.
- Platform access: Availability depends on the relevant investment platform, provider and share class.
- Fund selection: Advisers can consider Growth, Balanced or Conservative according to the client’s investment objectives, time horizon and risk profile.
- Product provider: TEAM Asset Management manages the funds. NEBA Financial Solutions makes them available to advisers through its distribution network.
Important information
The value of investments can fall as well as rise and you may get back less than you invested. Past performance is not a guide to future results. This is for information only and does not constitute investment advice or a personal recommendation.