APIR: SBC0819AU
Performance
1
Year
Year
6.80
3
Year
Year
1.18
5
Year
Year
-0.51
Since Inception
5.09
Running Yield
Yield To Maturity
4.77
Data Current To: 09/06/2025
Information
Issuer: |
UBS |
Sector: |
Multi |
Index: |
Bloomberg Barclays Aggregate Index ($A hedged) |
Inception Date: | 22/09/1993 |
Strategy: | The Fund is actively managed, based on fundamental research that draws upon the investment insights of our fixed income teams. The approach employs both “top- down” research and “bottom-up” research in respect of particular securities, including analysis of earnings and cash flow stability, balance sheet strength, industry and valuation. The Fund actively allocates across sectors and regions in seeking to maximize returns, while minimising risk. |
Details
Management Costs: | 0.49% p.a. |
Minimum Initial Amount: | $50000 |
Income Distribution: | Quarterly |
Fund Size: | $159m (AUD) |