The Investment Series 2 - Meet the Managers

Meet the world class money managers starring in this season’s programming.

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Meet the world class money managers starring in this season’s programming.

Season 2 - PDS

This PDS and Supplementary PDS No.1 for the UBS Dynamic Alpha Strategy Fund A (AUD) are both a summary of significant information and are general in nature. The information in this PDS is general information only and does not take account of your personal objectives, financial situation or needs. You should obtain financial advice tailored to your personal circumstances.

Season 2 - Performance Report

For further information on the UBS Dynamic Alpha Strategy Fund please review the attached report.

Season 1 - McNaughton Report - September

Tracey McNaughton gives her views on the economic climate in Australia, the United States and the Rest of the World. She also reviews the markets, giving her take on bonds and credits, equities, and commodities and currencies.

Season 1 - UBS Fact Sheet

For further information on the UBS Tactical Beta Fund please review the fact sheet – you will find information on the philosophy of the fund, aims for investors, differentiating factors, fees, minimum investment amounts and more.

Season 1 - Fact Sheet - Conservative

For further information on the UBS Tactical Beta Fund – Conservative please review the fact sheet – you will find information on the asset strategies, tactical and strategic allocations and investment performance. 

Season 1 - PDS - Conservative

This Product Disclosure Statement summarises significant information regarding the UBS Tactical Beta Fund – Conservative and contains a number of references to important information in the UBS Additional Information Booklet.

Season 1 - Fact Sheet - Balanced

For further information on the UBS Tactical Beta Fund – Balanced please review the fact sheet – you will find information on the asset strategies, tactical and strategic allocations and investment performance. 

Season 1 - PDS - Balanced

This Product Disclosure Statement summarises significant information regarding the UBS Tactical Beta Fund – Balanced and contains a number of references to important information in the UBS Additional Information Booklet.

Season 1 - Fact Sheet - Growth

For further information on the UBS Tactical Beta Fund – Growth please review the fact sheet – you will find information on the asset strategies, tactical and strategic allocations and investment performance. 

Season 1 - PDS - Growth

This Product Disclosure Statement summarises significant information regarding the UBS Tactical Beta Fund – Growth and contains a number of references to important information in the UBS Additional Information Booklet.

Season 1 - Fund Performance

For further information on the performance of UBS Tactical Beta Fund please review the performance report – dated 31 July 2014. Public launch date for UBS Tactical Beta Fund was 14 May 2012.

For more information on Tracey McNaughton - UBS Global Asset Management click here