OA Frontier AP-UBS Diversified Fixed Income
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101317-2024-09-03-02:57.pdf |
FUND MANAGER | UBS Asset Management |
ASX Code | |
APIR | MMF1687AU |
ASSET CLASS | FIXED INTEREST |
INVESTMENT STYLE | The Option is an actively managed, diversified portfolio of Australian and global fixed income assets. |
INVESTMENT PROFILE | The Option aims to outperform the Benchmark over rolling 3 year periods. |
CURRENCY MANAGEMENT | Hedged |
INCEPTION DATE | 15-11-2010 |
BENCHMARK | 50% Bloomberg AusBond Composite 0+ Yr Index / 50% Bloomberg Barclays Global Aggregate Index (hedged to AUD) |
FUND SIZE | 50% Bloomberg AusBond Composite 0+ Yr Index / 50% Bloomberg Barclays Global Aggregate Index (hedged to AUD) |
DISTRIBUTION FREQUENCY | N/A |
NO. OF HOLDINGS | |
FEES | 0.98% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing with OneAnswer Frontier Personal Super and PensionOneAnswer Frontier Personal Super and Pension enables you to tailor an investment solution to help you achieve your retirement goals by offering you:
Risk levelMedium to High Investor suitabilityThe fund is best suited to investors who seek to diversify their fixed income exposure through investment in a mix of Australian and international securities across the fixed income asset class. |
RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
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Detail |
Key Features
About OneAnswer FrontierOneAnswer Frontier provides a comprehensive solution to your investment, superannuation and retirement needs. OneAnswer Frontier offers you an extensive range of innovative features and member services, including:
Which OneAnswer solution is right for me?OneAnswer Frontier Personal Super If you:
OneAnswer Frontier Pension If you are eligible and want to:
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Mandate
How we invest your moneyThe strategy is managed by employing both top-down macroeconomic research and bottom-up security specific analysis to build a portfolio with the core defensive characteristics of the fixed interest asset class. Whilst the fund seeks to be fully hedged to Australian dollars, we may invest in strategic foreign currency exposures that will not exceed 10% of the total portfolio. Asset allocation(Asset class: Benchmark / Range)
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