UBS Diversified Credit 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 three year periods.
Investor suitability
The Fund is best suited to investors who seek a diversified portfolio of Australian and international securities to gain exposure to credit markets with an investment horizon of at least three years. The Fund will be managed with the intention of maximising total return (income plus growth).
Benefits
By investing in the Fund, investors gain access to an actively managed, portfolio of domestic and international securities across the fixed income asset class.
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 medium-to-long term.
- The pooling of assets in the Fund provides investors with access to investment opportunities and diversification that may not 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.
This website is intended for persons resident in Australia. UBS Global Asset Management (Australia) Ltd ABN 31 003 146 290, AFS Licence No. 222605 is the product issuer. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund. Please consult your financial adviser. Past performance is not a reliable indicator of future performance.