UBS (Lux) Eq S-Gl Opport Unconstrained(USD)Pa

Ranked 137 out of 756 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Max Anderl

Max Anderl is head of concentrated alpha equity and is the lead portfolio manager for the Global and European Concentrated Alpha long-only and long/short strategies at UBS Asset Management. He has worked on the concentrated alpha team since its inception in 2004, becoming head of that team in March 2011. He joined the European equity team in London in 2002, having first joined UBS Asset Management in Zurich in 2000 as an equity fund manager. Prior to joining UBS, he worked in academic research, university teaching, research and development and corporate finance for the pharmaceutical industry.

Objective

The Fund invests worldwide, primarily in shares of large cap companies, strategically supplemented by shares of small and mid cap companies. It also uses derivatives (equity options, futures, swaps). The manager combines selected shares of mix of companies in various countries and sectors with the aim of exploiting attractive return opportunities while at the same time maintaining risk control. Through a combination of long and short positions, the Fund typically aims for a net equity exposure of between 80% and 120% of the total net assets. The currency risk may be partially or wholly hedged against the referrence curency.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.7%
2018 -1.0% -3.6% 8.4% 7.5% -11.9%
2017 12.5% 2.1% -0.5% 3.0% 7.5%
2016 7.4% -1.2% 8.5% 0.6% -0.5%
2015 9.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Microsoft Corp ORD 6.48%
USD Cash 4.77%
Alphabet Inc ORD 4.15%
UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a 3.17%
UnitedHealth Group Inc ORD 3.14%
JPMorgan Chase & Co ORD 2.82%
Visa Inc ORD 2.50%
Sony Corp ORD 2.45%
Adobe Inc ORD 2.33%
Thermo Fisher Scientific Inc ORD 2.31%
31/12/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Iceland
  8. Italy
  9. Korea
  10. Liechtenstein
  11. Luxembourg
  12. Netherlands
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date24/09/2015
  • Share Class size08Mn
  • Base currencyUnits
  • ISIN LU1278830929

Purchase Info

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

Charges

  • Annual management1.63%
  • Initial investment3.00%

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