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.
|Inception Date:||18 June 2007|
|Management Fee:||0.85% p.a.|
|Minimum initial investment:||$20,000|
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.
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 produce an absolute return over a full market cycle (usually 3 to 5 years) of 3.5%-5.5% gross per annum above the UBS Bank Bill Index.
The Fund is best suited to investors who seek to achieve returns from a mix of growth and income assets.
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.