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Wholesale Global Diversified Yield Fund



Overview


The Wholesale Global Diversified Yield Fund is designed to capitalise on the global investment expertise and experience of AllianceBernstein, AXA’s global investment partner.

By offering the manager a choice and range of investment decisions across global fixed interest securities, the Fund aims to outperform the UBS Warburg Bank Bill index. The fund will use an active approach to the overall level of credit, currency and duration management.

This Fund aims to


Provide unit holders with income, some long term capital growth and to outperform the UBS Bank Bill Index after costs and over a rolling three year basis.

What the Fund invests in?


The Wholesale Global Diversified Yield Fund (the Fund) invests predominantly in a diversified portfolio of global fixed interest securities.

Who should invest in the Fund?


The Fund suits investors who seek the potential for a regular income with some long-term capital growth and who are prepared to remain in the Fund for at least three years.

Unit Price Left ImageUnit Price20/08/08Entry Price0.9955Exit Price0.9955Unit Price Right Image

Product Information
Wholesale Global Diversified Yield FundProduct Disclosure Statement
Wholesale Investment Fund Application FormApplication form
Wholesale Global Diversified Yield FundFact sheet
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This product summary is only provided for information purposes. It does not contain investment recommendation nor provides investment advice. Professional investment advice can help you determine your tolerance to risk as well as your need to attain a particular return on your investment. We strongly encourage you to obtain detailed professional advice and to read the relevant offer document in full before making an investment decision. Units in the fund will only be issued upon receipt of an application form accompanying a current disclosure document. The information is provided for persons in Australia only and is not provided for the use of any person who is in any other country.

 
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