Product Disclosure Statements
Our range of Product Disclosure Statements are detailed below. The offers to which the Product Disclosure Statements relate are only available to persons receiving a copy (paper copy, electronically or otherwise) in Australia.
Notice of Change
- Please note that the privacy information set out in the product disclosure statements below has changed, effective 12 March 2014.The UBS Dynamic Alpha Strategy Fund A (AUD) Product Disclosure Statement now includes changes to privacy disclosure in section 9.2. Click here for details.
- The Additional Information Booklet (AIB) for each of the other Funds listed below also includes changes to privacy disclosure in section 7 of the AIB. Click on any of the links entitled 'PDS Additional Information' for details.
Information that is not materially adverse information is subject to change from time to time and may be updated by means described in any UBS Product Disclosure Statement. The updated information can be obtained at any time by visiting this website or by calling our Client Service Team on freecall 1800 023 043. A paper copy of any updated information will be provided without charge on request.
From our fees (including anticipated future fees), we may at our discretion choose to rebate part of those fees to various dealer groups whose clients are or become investors in our funds.
|PDS||PDS Additional Information||Application Form||Monthly Fact Sheet||Monthly Commentary||Quarterly Commentary|
|UBS Australian Bond Fund|
|UBS Australian Share Fund|
|UBS Australian Small Companies Fund|
|UBS Balanced Investment Fund|
|UBS Cash Fund|
|UBS Cash Plus Fund|
|UBS Clarion Global Property Securities Fund|
|UBS Defensive Investment Fund|
|UBS Diversified Credit Fund|
|UBS Diversified Fixed Income Fund|
|UBS Dynamic Alpha Strategy Fund A (AUD)|
|UBS Emerging Markets Equity Fund|
|UBS Global Credit Fund|
|UBS Global Property Securities Fund|
|UBS HALO-Australian Share Fund|
|UBS International Bond Fund|
|UBS International Share Fund|
|UBS Property Securities Fund|
|UBS Tactical Beta - Conservative|
|UBS Tactical Beta - Growth|
|UBS Tactical Beta Fund - Balanced|
UBS Wealth Management Cash Management Trust
UBS Global Asset Management (Australia) Ltd is also the “Responsible Entity” of the UBS Cash Management Trust.
If you are interested in investing in the UBS Cash Management Trust (CMT) please refer to the UBS Wealth Management website where you can download the UBS CMT Product Disclosure Statement.
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.