UBS-HALO Australian Share Fund

Inimitable

Our approach to managing money cannot be replicated. HALO is the purest representation of our philosophy and process has been in place for over 15 years. It is the core of our Australian equities portfolios.

UBS-HALO Australian Share Fund

Fund Features

Inception Date: 

20 June 2010

Management Fee:

0.90% p.a.

Minimum initial investment:

$20,000

Typical Number of Holdings:

15 to 25

Distributions:

Quarterly

Entry/Exit Fees:

None

Buy/sell spread:

+/-0.25%

Switching Fee:

None

Investment philosophy

In Australian equities, we focus on a price to intrinsic value philosophy.

Investment objective

The Fund aims to provide investors with a total return (after management costs) in excess of the S&P/ASX 200 Accumulation Index (Benchmark) when measured over rolling five year periods.

Investor suitability

The Fund is best suited to investors who seek a concentrated portfolio with a long term horizon of securities listed on the Australian Stock Exchange.

Additional information