NAO enables investments in UBS Asset Management infrastructure ELTIF

• FinTech NAO adds ELTIF from UBS Asset Management to its alternative investment offering
• The “UBS (Lux) Infrastructure Opportunities” offers private investors access to global private infrastructure investments
• Potential investments include energy transition, water supply, communication, transportation and social infrastructure
• Lowering the barrier to entry: Minimum investment of 1,000 euros is possible

Berlin, June 27, 2024 — The Berlin-based investment fintech NAO (https://www.investnao.com) is expanding its alternative investment offering to include the new infrastructure ELTIF from UBS Asset Management (UBS AM). Thanks to NAO's unique co-investment approach, FinTech is reducing the minimum investment to 1,000 euros. This allows private investors to invest in the new UBS (Lux) Infrastructure Opportunities ELTIF with comparatively low capital investment.

“We've been talking about democratizing investment for years. The ELTIF 2.0 reform was long overdue in order to create more pragmatic regulations for asset managers and to open up the capital market in a consumer-friendly way for private investors — without five to six-figure barriers to entry,” explains Robin Binder, CEO and founder of NAO.

The UBS (Lux) Infrastructure Opportunities is designed as an ELTIF (European Long Term Investment Fund) in accordance with the amended EU Directive ELTIF 2.0. Using the NAO app, private investors can now invest in UBS AM's new infrastructure ELTIF. The fund's target return is 8 to 10 percent p.a. after costs and fees.

“With NAO, we are also making investment opportunities that were previously only available to institutional and very wealthy investors, available to private investors. By expanding our investment portfolio through the UBS Asset Management ELTIF and reducing the minimum investment to 1,000 euros, we are creating another offer for private investors to diversify their portfolio,” says Robin Binder.

Ann-Katrin Kaiser, investment specialist at UBS Asset Management Real Estate & Private Markets, adds: “Our infrastructure ELTIF gives private investors access to a globally diversified portfolio of high-quality, unlisted infrastructure investments of institutional quality. Tangible assets have always had a low correlation with listed stocks, which is particularly attractive in times of market volatility. Infrastructure investments in particular are more resilient to macroeconomic volatility and benefit from political and structural tailwinds. In addition, infrastructure investments are an attractive opportunity to take advantage of structural changes and benefit from long-term sustainability trends such as decarbonization, digitalization and demographic change. ”

The infrastructure team at UBS Asset Management manages assets of around 8.8 billion US dollars and has proven expertise and a track record of over 140 infrastructure funds and co-investments since 2004.

Robin Binder explains: “Infrastructure is an investment area with a future. Investors invest in specific projects that are part of our immediate environment and the world as we know it. This could include investments in wind farms, solar systems or fibre-optic networks, which are essential for our future. Anyone who values social added value when investing money will find a real purpose here. ”‍

About UBS

‍UBS is a leading global asset manager and Switzerland's leading universal bank. It also offers diversified wealth management solutions and focused investment banking functions. With the takeover of Credit Suisse, UBS manages 5.5 trillion dollars in assets under management as of the second quarter of 2023. UBS helps its clients achieve their financial goals with personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the company operates in more than 50 countries around the world. UBS Group shares are listed on the SIX Swiss Exchange and on the New York Stock Exchange (NYSE).

About NAO

‍NAO is a novel co-investment platform — the family office for your pocket. The mission of the NAO founding team led by Robin Binder, Philipp Nowakowski and Amel Hasanovic is to liberalize investments and help people build up wealth over the long term. In the NAO app, investors can find carefully selected and exclusive investment options that were previously only available to a small financial elite. For its offering, Berlin-based WealthTech, founded in 2022, cooperates with Baader Bank as a custodian bank and banks such as UniCredit, UBS and Vontobel. In regulatory terms, NAO uses a liability umbrella for investment brokerage and works as a contractually bound broker for DonauCapital Wertpapier GmbH.

For more information, visit https://www.investnao.com.

Risk warning
Investments involve risks. The value of investments and the resulting income can both fall and rise, and it is possible for investors to recover less than the amount invested. Past performance does not allow conclusions to be drawn about future results.