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Showing 1 - 10 of 10 results for "UBS Bank bill index"

BlackRock opens global fixed income fund to local investors

MARK SMITH  |  TUESDAY, 30 SEP 2014
... return. While the fund is not tied to a benchmark, it is managed to a target return of 4-6% per annum above the UBS Bank Bill Index, net of fees, over rolling three-year periods. The fund invests in a mix of traditional and non-traditional strategies ...

UBS Dynamic Alpha Strategy wins large insto mandate

MARK SMITH  |  WEDNESDAY, 13 AUG 2014
... active asset and currency allocation, and this strategy has delivered a 5.74% gross return per annum above the UBS Bank bill index, over the last five years. This has been achieved with around half the volatility of equity markets over that period.

Zenith recommends BT alpha fixed interest fund

JAMES FERNYHOUGH  |  THURSDAY, 18 JUL 2013
... including swaps, options, futures and forwards to achieve its investment exposures. It aims to outperform the UBS Bank Bill Index by 2% to 4% p.a. (after fees) over a rolling three years. Zenith said the BT Pure Alpha Fixed Income Fund "represents one ...

Perennial launches fixed int fund

COMPANY RELEASE  |  MONDAY, 29 JUN 2009
... interest assets. The Perennial Tactical Fixed Interest Trust aims to provide investment returns over a combined UBS Bank Bill Index and UBS Composite Bond Index. The firm launched the product following demand from financial advisers and clients seeking ...

Austock High Yield gets three stars

MICHAEL HOBBS  |  THURSDAY, 17 JAN 2008
... expensive compared to its peers, although investors pay a 15 per cent performance fee of the return above the UBS Bank Bill Index benchmark plus two per cent. The fund does have a remuneration policy that is linked to fund performance, which, according ...

ARIA awards Principal $400m mandate

CHRIS NICHOLLS  |  TUESDAY, 15 MAY 2007
... Alliance (ARIA). The fund focuses on diversified, high-yield fixed income securities and aims to beat the UBS Bank Bill Index by three per cent over rolling three-year periods before fees. Locally, managing director of Asia Pacific fixed income, Rob ...

Absolute Capital warns of risks in structured products

... Yield Strategies fund, for example, has returned 9.9 per cent in the year to August beating its benchmark, the UBS Bank Bill Index, which returned 5.7 per cent over the same period.

Tyndall launches new income fund

... and the total weighted average credit rating will be no lower than A-. The fund's aim is to outperform the UBS Bank Bill Index by 0.75 per cent per annum over any rolling three year period. Tyndall's head of bonds, Ross Gustafson says, "The Quality Income ...

All cashed up for Perennial

... has passed $1 billion in funds under management. From 12 months to September 2004 the trust outperformed the UBS Bank Bill Index by 77 bps delivering a return before fees of 6.26 per cent. The trust adopts a series of diversified active investment approaches ...

Deutsche Asset Management launch first new income fund

... exposure to capital loss from rising interest rates. Deutsche said the funds' objective is to outperform the UBS Bank Bill index, before fees, over rolling 12-month periods. "It's extremely opportune for Deutsche to be launching a series of fixed income ...
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Editor's Choice

Aware Super hires head of corporate development

JAMIE WILLIAMSON
The $175 billion superannuation fund welcomed its first head of corporate development as it looks to be a "merger partner of choice" in the industry.

Link Group rebrands as acquisition completes

JAMIE WILLIAMSON
Link Group announced its new name ahead of delisting from the ASX at today's market close.

Crescent Capital sells down ClearView stake

ELIZA BAVIN
ClearView has been alerted that Crescent Capital wishes to sell a major share in the company.

Social media influencers charged for promoting shady investments

ANDREW MCKEAN
Reality TV stars from shows like Love Island, Geordie Shore, and The Only Way Is Essex are due to face Court for pushing unauthorised investment schemes on their followers.

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