UBS Cash-Plus Fund

Consistent

Our disciplined and structured investment process has been tested over many investment cycles and has delivered consistent returns for our clients.

UBS Cash-Plus Fund

Fund Features

Inception Date: 

6 April 1993

Management Fee:

0.30% p.a.

Minimum initial investment:

$20,000

Distributions:

Quarterly

Entry/Exit Fees:

None

Buy/sell spread:

+0.05/-0.10%

Switching Fee:

None

Gross Yields (as at 31 August 2016):

2.16%

Investment objective

The Fund aims to provide investors with a total return (after management costs) in excess of the Bloomberg AusBond Bank Bill Index (Benchmark) when measured over rolling 12 month periods.

Investor suitability

The Fund is best suited to investors who seek an investment that provides stable income with the potential to achieve returns greater than cash.

Additional information