Funds
Alternatives Fund (opened November 2008)
Investment Objective
To achieve a return (before investment management fees) of at least 3.0% per annum above the return on bank bills as measured by the UBSWA Bank Bill Index over rolling five year periods.
Investment Strategy
The Fund invests in alternative assets using a multi-manager approach.
Fund Features
| Inception date | November 2008 |
|---|---|
| APIR code | UFM0061AU |
| Distribution frequency | Annual |
| Investment minimum | $100,000 |
| Minimum withdrawal | No minimum |
| Volatility / risk | Very high |
| Estimated management cost | 1.63% |
| Fees and charges | Estimated performance fee: 0.00% |
| Regular Investment Plan | Not available in this product |
| Buy / sell spread | 0.50% |
Performance
UNITED SECTOR LEADERS WHOLESALE FUNDS | As at | 3 mths % p.a. | 1 yr % p.a. | 2 yrs % p.a. | 3 yrs % p.a. | 4 yrs % p.a. | 5 yrs % p.a. | S.I. % p.a. | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| None | |||||||||||
| United Alternatives Fund | 31/05/10 | 3.2 | 19.3 | n/a | n/a | n/a | n/a | 17.0 | |||
Underlying Sector Managers
| Manager |
| Alternatives |
| AMP Capital Investors - Infrastructure |
| Mellon - Global Alpha Trust |
| RARE - Infrastructure |
| Cash |
| United - Cash Management |
Associated Files
United Sector Leaders PDS | 1336kb
United Alternatives Fund profile | 101kb
In April 2009, IOOF Holding Limited merged with Australian Wealth Management Limited creating a fully integrated financial services company with offices in every state. Therefore all references to Australian Wealth Management Limited throughout the United Funds Management Product Disclosure Statements should be replaced with IOOF Holdings Limited.
