UBS Yarra Australian Share Fund
|Economists Are Idiots!|
About this Fund
|FUND MANAGER||Yarra Funds Management|
|ASSET CLASS||AUSTRALIAN EQUITIES|
The Portfolio Manager’s investment philosophy is based on the belief that prices of Australian equities often do not accurately reflect their underlying valuation or risk profile and shares can be over or undervalued.
The Fund aims to outperform (after management fees and costs)
|BENCHMARK||S&P/ASX 300 Accumulation Index|
|FUND SIZE||S&P/ASX 300 Accumulation Index|
|NO. OF HOLDINGS||30-70|
|FEES||0.80% p.a. of the net asset value of the Fund|
Benefits of investing in the UBS Yarra Australian Share Fund
The Fund is best suited to investors who seek a diversified portfolio of predominantly listed Australian equity securities.
The Fund is intended to be suitable for investors with at least a
About the Fund
The Fund is an actively managed fund investing in a portfolio of 30-70 listed Australian equity securities.
The Fund aims to provide investors with a total return (after management costs) in excess of the S&P/ASX 300 Accumulation Index when measured over rolling five year periods.
How we invest your money
Eligible investments of the Fund comprise ordinary shares of listed Australian equities and financial derivatives. Financial derivatives may be used to gain exposure to the Australian sharemarket or to manage investment risk. At least 75% of the Fund is invested in stocks that comprise the S&P/ASX 100 index.
The Fund may invest between 90 to 100% in listed Australian equity securities. It may also invest up to 10% in cash. Effective exposure may include derivatives.