UBS Cash-Plus Fund

Investment objective
The Fund aims to provide investors with a total return (after management costs) in excess of the UBS Bank Bill Index (Benchmark) when measured over rolling 12 month periods.

Investor suitability
The Fund is best suited to investors who seek an investment that provides stable income with the potential to achieve returns greater than cash with an investment horizon of at least one year.

By investing in the Fund, investors gain access to an actively managed, portfolio of fixed income and cash equivalent assets.

An investment in the Fund has a number of benefits, including;

  • The potential to receive monthly distributions. 
  • The pooling of assets in the Fund provides investors with access to investment opportunities and diversification that may not be available to an individual investor.
  • The Fund is actively managed by a team of experienced professionals with access to investment and risk management systems and processes which ordinary investors would not usually have.