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BT UBS Diversified Fixed Income

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Fund Name: BT UBS Diversified Fixed Income
APIR: WFS0098AU
Fund Manager: BT Investment Funds (show all funds)
Region: Australia
Sector: Fixed Interest / Income
Fund Type: Retail Fund
Investment Managers: UBS
Investment Objective: To provide a return (before fees and taxes) that exceeds the return from its benchmark when measured over the recommended investment timeframe.
Investment Strategy: The Investment Option is an actively managed portfolio of fixed income assets, predominately of investment grade quality. Non investment gradefixed income assets (high yield and emerging market debt) will generally not exceed 30% of the total portfolio. The investment manager may invest in financial derivatives to gain exposure to market and currencies and to limit the risk of advers currency movement.
Margin Lenders:


Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.
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