MONEY MASTERS

UBS: Tactical Beta Fund

Tracey McNaughton. head of investment strategy UBS Asset Management

Multi-asset funds are single funds which invest in a variety of asset classes with different underlying characteristics, including equities, bonds, property and potentially alternative assets such as hedge funds. The UBS Tactical Beta Fund Money Masters course with Tracey McNaughton will explain what tactical beta funds are and how they are commonly used, and will provide insight into how tactical beta can be used in an investor’s portfolio.

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What you'll learn /

The UBS Tactical Beta Fund masterclass with Tracey McNaughton will give you insights into:

 

What tactical beta funds are
How tactical beta funds are commonly used
How to use tactical beta funds in your portfolio
The power of diversification and patience in investing

About the expert /

Tracey McNaughton /

head of investment strategy UBS Asset Management


Tracey McNaughton was appointed Head of Investment Strategy in Australia & New Zealand in 2013. In this role she has responsibility for Australian economic and investment research and is a member of the Australian Investment Committee. Tracey was previously Senior Investment Specialist at Colonial First State Global Asset Management and a Senior Economist at BT Financial Group.

  • CPD hours1.5
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
  • Share

Outline of the course /

UBS Tactical Beta Fund

Tracey McNaughton, an economist by trade, has long understood that the investment journey can be just as important as the final destination. Featured on The Investment Series TV Show, Tracey explains how multi-asset investing can help investors achieve their goals while taking the smoothest route possible.

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01.
INVESTMENT SPECIALTY: ACTIVE FUNDS MANAGEMENT

Benefits of the Tactical Beta Fund

Tracey McNaughton breaks down the UBS Tactical Beta Fund to highlight the key benefits and explains why the simplicity of the fund and the active management style are two of the most critical components driving the success of the fund.

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02.
INVESTMENT TIPS: TRACEY MCNAUGHTON

The ideal investor

Tracey McNaughton looks at the benefits of the UBS Tactical Beta Fund and outlines which investors are best suited for the fund – identifying the small to medium investor as the primary market for the fund.

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03.

The investment timeframe

Tracey McNaughton explains how UBS structure time horizons for the Tactical Beta Fund and outlines the average investment timeframe for each of the diversified investment options within the fund.

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04.
EXPERT COMMENTARY: TACTICAL BETA

Zenith: what should investors expect?

David Wright explains the objectives and management style for the UBS Tactical Beta Fund to make sure the investor has a smooth investment journey.

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05.

Zenith: Tracey's investment style

David Wright looks at Tracey’s comprehensive investment style and what it means for investors’ portfolios over the longer term investment period.

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06.

Netwealth: demand for Tactical Beta

Matt Heine explains why the UBS Tactical Beta Fund is driving high demand from investors looking for a low cost way to access a dynamic and diversified portfolio.

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07.

Zenith: active asset allocation

David Wright explains how the UBS Tactical Beta Fund utilises active asset allocation to achieve returns and reduce volatility for investors.

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08.

Test yourself /