UBS (Lux) SS-Systematic Alloc Ptfl Def Clsc(USD)Pa

Ranked 24 out of 28 in - Conservative USD over 3 months
All calculations are in GBP unless stated

Managed by

Mario Lumbreras Gonzalez-Serrano

Sebastian Richner

Sebastian Richner is a portfolio manager in UBS Asset Management's Investment Solutions team, located in Zurich. His management duties extend to the UBS Strategy funds, one of Europe's largest fund families. Prior to UBS, Richner spent eight years at Swiss Life Asset Managers in the Asset Allocation and Equity department. He holds the Certified International Investment Analyst (CIIA), Certified International Wealth Manager (CIWM) and Swiss-Certified Financial Planner designations.

Objective

The investment fund invests in fixed income, money market instruments and equities. It invests worldwide and with a variable ratio. In doing so, the proportion of fund assets invested in stocks can vary greatly and total up to 40%.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative USD over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.0%
2018 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Italy
  9. Liechtenstein
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Spain
  14. Sweden
  15. United Kingdom

Fund Info

  • Launch date03/07/2018
  • Share Class size06Mn
  • Base currencyUnits
  • ISIN LU1821947436

Purchase Info

  • Min. initial investment0.001

Charges

  • Annual management1.06%
  • Initial investment2.50%

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