UBS-HALO Australian Share Fund

Investment objective
The Fund aims to provide investors with a total return (after management costs) in excess of the S&P/ASX 200 Accumulation Index (Benchmark) when measured over rolling five year periods.

Investor suitability
The Fund is best suited to investors who seek a concentrated portfolio with a long term horizon of securities listed on the Australian Stock Exchange.

By investing in the Fund, investors gain access to an actively managed, concentrated style, Australian shares portfolio.

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

  • The potential to receive quarterly distributions and the potential for capital growth over the long term. 
  • 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.
  • Flexibility to separate and manage different sources of investment risks to ensure that the Fund takes risks only when and where it expects to be compensated.
  • The Fund is managed by a team of experienced professionals with access to investment and risk management systems and processes which ordinary investors would not usually have.