The strategy is managed by the same team and has the same process as UBS's flagship product, the Australian Share Fund.
However, the HALO strategy is designed to be more concentrated and typically holds around 20 stocks, compared with 30-60 in the Australian Share Fund.
UBS portfolio manager Jakov Males has primary responsibility for constructing and managing the HALO portfolio.
"We consider Mr Males as appropriately experienced to run the concentrated fund and believe that the team is adequately resourced," S&P fund analyst Simone Arblaster said.
==
==
