UBS (Lux) Strategy Fd - Growth (EUR) P-acc

Ranked 21 out of 27 in - Aggressive EUR over 12 months
All calculations are in GBP unless stated

Managed by

Roland Kramer

Roland Kramer is a portfolio manager in the Investment Solutions team at UBS, based in Zurich. His management duties also extend to the UBS Strategy Funds, one of Europe’s largest asset allocation family of funds, and to currency overlay mandates for very large pension funds. Kramer joined UBS Global Asset Management in September 2013. Prior to this, he worked for UBS Investment Bank in Zurich as a fixed income trader, where he was responsible for the structured fixed income book. Before this, he started as trader assistant with the UBS Investment Bank on the fixed income trading desk in Zurich and Hong Kong. Roland earned the professional designation of Chartered Alternative Investment Analyst in 2014.

Objective

The investment fund invests to varying degrees in bonds of primarily high quality, money market instruments and equities worldwide, though the focus is on equities. The fund is based on UBS's investment policy, the UBS House View. The fund manager combines carefully selected securities from various asset classes of different countries, sectors and companies with the objective of exploiting interesting earnings opportunities while keeping the level of risk under control.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.4%
2018 -9.4% -3.7% 2.1% 2.2% -9.8%
2017 15.8% 4.6% 4.5% 3.1% 2.8%
2016 21.0% 4.5% 5.0% 8.7% 1.4%
2015 -3.2% -0.5% -4.1% -2.3% 3.7%
2014 -1.1% 0.6% -0.4% -2.3% 1.0%
2013 14.2% 9.0% 0.0% 1.3% 3.4%
2012 8.2% 6.6% -4.9% 3.1% 3.5%
2011 -9.3% 3.3% 1.0% -15.6% 3.0%
2010 4.5% 4.5% -12.1% 10.2% 3.3%
2009 9.5% -12.4% 3.6% 20.1% 0.5%
2008 -8.0% -4.4% -3.6% -5.9% 6.1%
2007 8.8% 1.1% 3.5% 1.8% 2.1%
2006 7.5% 5.6% -5.0% 2.9% 4.1%
2005 13.0% -0.8% 3.1% 5.9% 4.4%
2004 8.2% -2.4% 1.2% 1.5% 8.0%
2003 20.6% -2.9% 12.9% 2.2% 7.7%
2002 -17.4% 1.5% -7.0% -19.5% 8.8%
2001 -10.8% -6.5% -0.6% -11.2% 8.2%
2000 -0.6% -0.1% 3.6% -5.7% 1.8%
1999 2.6% -1.6% 1.4% -4.5% 7.6%
1998 17.1% 6.9% 3.4% -6.5% 13.3%
1997 9.1% 3.6% 3.0% 5.9% -3.4%
1996 0.5% 3.9% -0.3% 1.3% -4.3%
1995 20.7% 3.5% 8.0% 2.3% 5.7%
1994 -3.6% -0.2% -3.9% 0.3% 0.1%
1993 22.1% 7.7% 2.7% 5.1% 5.0%
1992 17.2% 1.9% -3.0% 5.5% 12.4%
1991 0.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
UBS (Lux) Eq Fd - Euro Co Opportunity (EUR) UX-acc 18.29%
UBS (Lux) Eq S - Global Quantitative (USD) UXa 17.22%
UBS (Lux) Inst Fd - Key Sel Global Eq FA (USD) 13.50%
UBS (Lux) Bond S - USD Inv Grade Corp (USD) U-X-a 7.87%
UBS (Lux) Eq S-Glob Emer Markets Opp (USD) U-X-a 5.60%
UBS (Lux) Emerging Ec Global Bonds (USD) U-X-acc 4.94%
UBS (Lux) Bond S - USD High Yield (USD) U-X-acc 2.98%
UBS (Lux) Bond S - EUR Corporates (EUR) U-X-acc 2.96%
UBS Global Emerging Markets Opportunity I-B USD 2.29%
UBS (Lux) Bond Fd - Euro High Yield (EUR) I-X-acc 2.03%
28/02/2019

Registered For Sale In

  1. Austria
  2. Cyprus
  3. Czech Republic
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hungary
  9. Iceland
  10. Italy
  11. Liechtenstein
  12. Luxembourg
  13. Malta
  14. Netherlands
  15. Norway
  16. Portugal
  17. Singapore
  18. Spain
  19. Sweden
  20. Switzerland
  21. Taiwan
  22. United Kingdom

Fund Info

  • Launch date10/09/1991
  • Share Class size137Mn
  • Base currencyUnits
  • ISIN LU0033036590

Purchase Info

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

Charges

  • Annual management1.44%
  • 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).