• UBS-HALO Australian Share Fund aims to outperform (after management costs) the S&P/ASX 200 Accumulation Index when measured over rolling five year periods.

• The Fund is a concentrated portfolio (generally 17 to 25 stocks) of actively managed listed Australian shares that the Manager believes are being undervalued by the market, based on their assessment of a company's future cash flows.

In the video below, Jonathan Ramsay of InvestSense and Jakov Males of UBS discuss a range of fundamental factors in relation to the UBS-Halo Australian Share Fund. Topics include:

• Interest Rates and the impact of a changing cycle on the portfolio.

• James Hardy’s equity and a normalising US Property Market.

• The challenges of the past financial year and the opportunities moving forward.