Global Opps Access Global Equit II EUR F-UKdis

Ranked 596 out of 758 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Markus Purtschert

Markus Purtschert is a senior portfolio manager in the investment solutions team at UBS Asset Management. The team aims to design, deliver and execute a full range of structured and risk-managed investment solutions for institutional, DC and wholesale clients globally. Purtschert joined UBS in June 2000 as a portfolio manager. In various roles, he was responsible for the design, strategy and management of investment products in capital preservation, derivative enhanced equity portfolios, tactical overlay portfolios and asymmetric multi-asset mandates. Prior to joining UBS, he dealt with the development and programming of models for asset allocation and currency strategies.

Objective

The investment objective of the fund is the substantial appreciation of assets in the long term by seeking direct or indirect exposure to global equities. The reference currency of the fund is EUR. In order to implement the investment strategy, the Portfolio Manager may invest in different types of investment instruments such as deposits, shares or units of UCITS or other UCI funds, UCITS eligible certificates, and derivative instruments. Investments in single equities are permitted.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.6%
2018 -9.8% -4.1% 3.1% 5.0% -13.2%
2017 22.4% 6.2% 4.6% 4.3% 5.7%
2016 23.5% 3.8% 6.0% 9.2% 2.9%
2015 -5.4% -2.0% -4.2% -6.0% 7.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date28/11/2014
  • Share Class size08Mn
  • Base currencyUnits
  • ISIN LU1116897502

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

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