UBS Global Allocation (UK) A Acc

Ranked 128 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Philip Brides

Philip Brides was appointed co-head of the Investment Solutions Portfolio Management team at UBS Asset Management in January 2017. He is jointly responsible for the oversight of all multi-asset and solution mandates. Brides joined UBS from BlackRock in 2014. He is a member of the CFA Institute and also holds the Investment Management Certificate (IMC) and the Chartered Alternative Investment Analyst (CAIA) designation.

Objective

To achieve long-term capital growth through active management of a diversified portfolio invested primarily in domestic and international equities and bonds and in units in UK and overseas regulated collective investment schemes. The Fund may also invest in other transferable securities (including warrants), money market instruments, deposits and cash and near cash.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.1%
2018 -4.9% -2.3% 4.0% 1.7% -8.0%
2017 9.4% 4.5% 0.6% 1.2% 2.8%
2016 13.4% -1.9% 3.2% 8.2% 3.5%
2015 -1.5% 4.7% -3.6% -7.0% 4.9%
2014 7.3% 0.3% 1.8% 2.5% 2.6%
2013 14.5% 8.8% -0.6% 2.2% 3.5%
2012 11.2% 6.2% -3.3% 4.7% 3.4%
2011 -6.9% 0.3% -0.6% -10.3% 4.1%
2010 11.5% 7.2% -9.3% 7.8% 6.4%
2009 27.5% -8.2% 12.8% 19.1% 3.3%
2008 -20.1% -6.6% -3.4% -6.1% -5.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
GBP Cash 8.75%
UBS (Lux) Bd S - Emerg Econ Lcl Ccy Bd (USD) U-Xa 7.87%
UBS (Lux) Bond S - USD High Yield (USD) U-X-acc 7.35%
UBS (Lux) Eq Fd - Europn Opportunity (EUR) U-X-a 6.80%
UBS Corporate Bond UK Plus Acc K Gross 6.31%
UBS Global Emerging Markets Equity K Acc 6.16%
UBS (Lux) Bond S - Global Corporates U-X-dist 3.94%
BP PLC ORD 2.01%
Royal Dutch Shell Plc B ORD 1.37%
USD Cash 1.34%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/11/2007
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B24GTG66

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment4.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).