UBS Balanced Investment Fund
Asset allocation is our heritage. Globally we have been managing multi-asset strategies since 1982 and have over 20 years of experience as a multi-manager in Australia.
|Inception Date:||3 November 1992|
|Management Fee:||0.95% p.a.|
|Minimum initial investment:||$20,000|
Active foundations, active overlay
The UBS Balanced Investment Fund is an actively managed multi-asset fund which invests in active funds, index funds and derivatives. Relative to the Defensive Investment Fund it has a greater allocation to growth style assets.
Our key beliefs for managing the strategy are:
- Market inefficiencies can be exploited by analysing both fundamental valuation and market behaviour indicators;
- Teams generate ideas and individuals are accountable for implementation;
- Risk should only be taken where compensated.
The Fund aims to provide investors with a total return (after management costs) in excess of its Neutral Allocation, over rolling five year periods. Over the full investment cycle, this Neutral allocation displays performance characteristics of CPI plus 6- 8% per annum on average.
The Fund is best suited to investors who seek to achieve returns from a mix of growth, income and alternative assets.
Multi-Asset - Diversifed Sector Award - The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. The Fund Awards were issued October 10, 2014 and are solely statements of opinion and do not represent recommendations to purchase, hold, or sell any securities or make any other investment decisions. Ratings are subject to change.
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.