MONEY MASTERS

UBS: Diversified Fixed Income Fund

Anne Anderson. Head of Fixed Income and Investment Solutions, Australia UBS Asset Management

The UBS Diversified Fixed Income Fund is founded on a fundamental research-driven approach, which seeks out opportunities across the fixed income investment universe to maximise total returns for investors. In this Money Masters course, Anne Anderson explains what fixed income is and how investors can use it in their portfolios, the dual benchmark the UBS Diversified Fixed Income Fund is aligned to and the buy and sell discipline that underpins the fund.

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What you'll learn /

The UBS Diversified Fixed Income Fund masterclass with Anne Anderson will give you insights into

 

What fixed income is and what benefits it provides to investors
How investors can use the fund in their portfolios
The dual benchmark the UBS Diversified Fixed Income Fund is aligned to
The buy and sell discipline behind the UBS Diversified Fixed Income Fund

About the expert /

Anne Anderson /

Head of Fixed Income and Investment Solutions, Australia UBS Asset Management


Anne Anderson has overall responsibility for the Australian Fixed Income business and investment activities at UBS Asset Management. Anne chairs the Australian senior strategy group. She is also a member of the Global Fixed Income Management Committee and Global Fixed Income Investment Committee. Anne joined UBS Asset Management in 1993 and has built significant experience in investment roles across the global and APAC regional business at UBS Asset Management.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
  • Share

Outline of the course /

Snapshot

Anne Anderson has overall responsibility for the Australian Fixed Income business and investment activities at UBS Asset Management. Anne chairs the Australian senior strategy group. She is also a member of the Global Fixed Income Management Committee and Global Fixed Income Investment Committee. Anne joined UBS Asset Management in 1993 and has built significant experience in investment roles across the global and APAC regional business at UBS Asset Management.

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01.
Overview

Fund philosophy

The UBS Diversified Fixed Income Fund is founded on a fundamental research-driven approach, seeking out opportunities across the fixed income investment universe to maximise total returns for investors.

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02.

Understanding fixed income

Fixed income can provide investors with certainty around income, diversification and returns that are uncorrelated to growth assets. Fixed income will typically perform better than equities during periods of uncertainty or low growth.

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03.

Fund objectives

The UBS Diversified Fixed Income Fund aims to deliver a consistent level of income and total returns over an investment horizon of three to five years.

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04.

The team

The team behind the UBS Diversified Fixed Income Fund have a truly global footprint. The fund is managed by an Australian fixed income team who are fully integrated into the broader UBS global fixed income team, leveraging the expertise and insights of UBS fixed income professionals around the world.

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05.
Structure and objectives

Unique aspects of the fund

The UBS Diversified Fixed Income Fund is a truly diversified portfolio of fixed income investments from around the world. UBS’ Australian fixed income team work closely with their global counterparts to bring international and Australian opportunities together to build the optimal portfolio.

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06.

Performance objectives

In the current market environment, the UBS Diversified Fixed Income Fund is expected to deliver a total return of between four and five per cent.

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07.
Best suited for

The ideal investor

This type of product may be suitable for all types of investors. How much an investor has in their overall portfolio depends on their risk profile and income requirements. Typically, investors in the retirement phase would consider increasing their allocation to this type of fixed income strategy to achieve more conviction around the consistency in returns.

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08.

Key considerations for investors

Investors should be prepared to invest in the UBS Diversified Fixed Income Fund for a time period of at least three years.

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09.

Test yourself /

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