UBS IQ Research Preferred Australian Share Fund

Looking for a smart way to invest?

If you already own shares in large blue chip companies but you understand the need to diversify your exposure across more of the market, the UBS IQ Research Preferred Australian Share Fund (ASX code: ETF) provides a smart and diversified portfolio of 40 good quality Australian securities. The Fund invests in 40 of the "top picks" from Australia's #1 equity research team*.

Do you want access to a portfolio built on the key calls of Australia's #1 research team*?

If you are not confident choosing the right stocks for your portfolio, or if you don't want to miss investment opportunities on the Australian share-market, why not leave the stock selection decision to Australia's #1 equity research team – UBS*.

The UBS IQ Research Preferred Australian Share Fund (ASX code: ETF) provides simple and unique access to a diversified portfolio of 40 quality Australian shares.

The UBS equity research team has the most top rated analysts in the Australian market and is renowned for their stand out calls even in tough market conditions*. The Fund invests in 40 of their 'top picks'.

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Is your cash working as hard as it could be?

We currently find ourselves in an investment environment where declining interest rates are reducing returns on cash investments. The UBS IQ Research Preferred Australian Share Fund (ASX code: ETF) invests in a portfolio of 40 good quality ASX listed securities selected by Australia's #1 equity research team*. By physically holding the underlying shares the Fund can provide a regular income stream through dividends (and franking credits) and offers the opportunity to benefit from a rise in the Australian share market. 

Is your portfolio adequately diversified?

Diversification is a sensible way to lower the risk of an investment portfolio.

If you currently own shares but want to reduce your risk by diversifying or simply want the opportunity to profit from a wider spectrum of investment opportunities, the UBS IQ Research Preferred Australian Share Fund (ASX code: ETF) allows you to do this in one single trade. 

This Fund invests in 40 of the 'top picks' of Australia's #1 equity research team*.

The UBS IQ Research Preferred Australian Share Fund is very transparent. The name of the stocks held in the portfolio is published daily on our website (www.ubs.com.au/etf-australia). You can also review the net asset value, portfolio structure and performance figures on the website (www.ubs.com.au/etf-australia).

This daily disclosure allows you to monitor what the Fund is holding at any given time to ensure it complements your investment needs or your existing investment portfolio.

The UBS IQ Research Preferred Australian Share Fund provides an investment in a diversified portfolio of shares via one transaction at a management fee of 0.70% per annum.

An ETF is a very cost effective way to gain exposure to a diversified portfolio of shares in one transaction compared with many Australian equity funds that charge over 1.00% per annum.

The UBS IQ Research Preferred Australian Share Fund generally distributes income twice per year, if the underlying securities in the Fund distribute dividends or other income. It also offers a distribution reinvestment plan so you can grow your investment using its own returns.

The Fund made a semi-annual distribution of 2.49% (plus franking credits) on 18 July 2013.

You can buy and sell ETF units at any time during ASX trading hours, which provides flexibility and liquidity to trade when you want. It's as simple as trading any other ordinary shares on the stock market. Simply contact your stockbroker or log in to your online broking account and search for the ASX code: ETF.

The Fund is structured as a physically backed "Exchange Traded Fund" which means that all the shares in the underlying 40 stock portfolio are held on trust by an independent custodian for the benefit of the end investor. This means that the investor is not exposed to counter-party risk of the ETF issuer.

For further information about the risks of investing in the UBS IQ Research Preferred Australian Share Fund please read the risk section in the PDS (PDF, 289 KB).

*2013 East Coles Analyst Survey