UBS Dynamic Alpha Strategy Fund A

Global breadth, local knowledge

We build portfolios for Australian clients using the investment ideas generated by our investment professionals located across the globe.

UBS Balanced Investment Fund

  

Fund Features

Inception Date:  18 June 2007
Management Fee: 0.85% p.a.
Minimum initial investment: $20,000
Distributions: Quarterly
Entry/Exit Fees: None
Buy/sell spread: +/-0.20%
Switching Fee: None

The journey matters as much as the destination

One thing we know from studies in human behaviour is that the stability of the journey is as important for investors as the destination. The Dynamic Alpha Strategy Fund aims to generate positive returns through asset allocation and currency positioning with a focus on downside risk management.

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 produce an absolute return over a full market cycle (usually 3 to 5 years) of 3.5%-5.5% gross per annum above the Bloomberg AusBond Bank Bill Index.

Investor suitability

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

Additional information