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.

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

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.