DUI has a buy-and-hold investment style, with the company only exiting investments if the board believes there has been deterioration in the industry and/or the management. The Board of Directors currently comprises four members who take on the role of the investment management and stock selection.

The Fund aims to provide investment returns that closely correspond to the performance of the UBS Research Preferred Index, before fees and expenses. The UBS Research Preferred Index is constructed by UBS Securities Australia Limited and is based on a selection of Australian equities covered by the UBS equity research team that primarily have a Buy rating.

FSI seeks to identify high-quality companies that are able to grow sales and earnings at rates above GDP. FSI uses a three-stage process to find attractive investment opportunities. Initially, FSI screens ASX-listed companies based on three criteria noted in our detailed research report.

MIR predominately focuses on investing in small- to medium-sized ASX listed companies. MIR seeks to hold a diversified portfolio of stocks which it believes offers attractive value, measured by low price to earnings ratios and high dividend yields. MIR also focuses on those companies that show strong growth prospects.

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