UBS Dynamic Alpha Strategy Fund A (AUD)

Investment objective
The Fund aims to produce an absolute return over a full market cycle (usually 3 to 5 years) of 3.5% to 5.5% gross per annum above the UBS Bank Bill Index. Note: there is no guarantee that the objective will be achieved.

Investor suitability

The Fund is suited to investors who seek to achieve returns from a portfolio that is globally diversified across multiple asset classes and have an investment horizon of more than five years. Investment returns will fluctuate and may be negative.


By investing in the Fund, investors gain access to an actively managed portfolio that is globally diversified across multiple asset classes but seeks to reduce volatility through the use of risk management strategies. An investment in the Fund has a number of benefits, including the following:

  • Access to a portfolio constructed with a broad mix of investments, which aims to reduce the potential impact of negative performance from a single asset class over a sustained period of time and limit the risks associated with investing in a single market.
  • Flexibility to separate and manage different sources of investment risks so that the portfolio takes risks only when and where it is expected to be compensated.
  • The Fund is managed by a team of experienced professionals using investment and risk management systems and processes.