UBS US Equity

Ranked 213 out of 279 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Thomas Digenan

Thomas Digenan is the head of the US intrinsic value equity team at UBS Asset Management. In this role, he is responsible for US equity portfolio construction and research. Prior to this role, he had been a strategist with the team since 2001, participating in the analysis and development of US equity portfolios to ensure that client investment objectives were met. Prior to this, he was president of the firm’s mutual funds and relationship funds organisation.

Objective

This fund aims to achieve long-term capital growth through active management of a diversified portfolio invested primarily in US equities.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/05/2018 - 31/05/2019
  • Rank 213/279 Total Return
  • Rank 259/279 Standard Deviation
  • Rank 259/279 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 14.7%
2018 -9.8% -6.8% 11.2% 4.5% -16.7%
2017 10.9% 7.3% -1.6% 0.3% 4.7%
2016 31.3% -1.6% 8.5% 12.6% 9.3%
2015 3.0% 8.3% -4.7% -9.6% 10.4%
2014 21.9% 1.4% 4.5% 4.9% 9.7%
2013 33.5% 21.5% 4.2% 0.2% 5.3%
2012 4.7% 9.8% -8.4% 6.5% -2.2%
2011 -2.4% 0.6% 0.4% -11.6% 9.4%
2010 16.6% 11.8% -11.7% 4.3% 13.2%
2009 22.1% -8.7% 5.5% 19.8% 5.8%
2008 -20.2% -9.8% -2.2% -3.4% -6.4%
2007 -1.3% 0.0% 4.6% -3.0% -2.8%
2006 0.1% 2.5% -7.5% 3.4% 2.1%
2005 22.1% 0.8% 8.8% 4.1% 6.9%
2004 5.0% -1.7% 3.2% 0.4% 3.1%
2003 16.7% -0.5% 10.5% 0.9% 5.3%
2002 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/09/2002
  • Share Class size93Mn
  • Base currencyGBP
  • ISIN GB0032004433

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

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