UBS Balanced Investment Fund

Heritage

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.

UBS Balanced Investment Fund

Fund Features

Inception Date:  3 November 1992
Management Fee: 0.95% p.a.
Minimum initial investment: $20,000
Distributions: Quarterly
Entry/Exit Fees: None
Buy/sell spread: +/-0.20%
Switching Fee: None

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.

Investment philosophy

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.

Investment objective

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.

Investor suitability

The Fund is best suited to investors who seek to achieve returns from a mix of growth, income and alternative assets.  

Additional information