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UBS Global Emerging Markets Opportunity I-B USD

Ranked 8 out of 257 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

Urs Antonioli

Urs Antonioli leads the investment management and research for Emerging Europe, the Middle East and Latin America at UBS Asset Management. He manages a team of analysts researching companies, industries and countries in these regions and is a member of the emerging markets strategy committee. He started his financial career on the UBS Zurich graduate training programme in 1994. In 1995, he moved to UBS Asset Management to launch and manage the first UBS emerging market fund investing in Eastern European countries. From 1996 to 2000, his responsibilities consisted of management of all Eastern European portfolios at UBS. He has spent more than eight years in research activities, specialising in energy, telecommunications, basic materials and the technology sector. He took up his present position in August 2001.

Geoffrey Wong

Geoffrey Wong is head of emerging markets and Asia-Pacific equities at UBS Asset Management, with overall responsibility for all emerging markets, Asian, Japanese and Australian equity teams, strategies and research. He is also responsible for research, portfolio management and construction for emerging market strategies. He chairs the emerging markets equity strategy committee and is based in Singapore, having joined UBS in 1997. His prior experience includes co-founding an Asian investment management firm and serving on the board of directors of Singapore Exchange, the combined stock and futures exchange of Singapore between 2003 and 2006. He is a member of the Singapore Society of Financial Analysts and a Fellow of the Institute of Banking and Finance.

Objective

To achieve capital appreciation on a risk adjusted basis over the medium to long term. The Fund invests mostly in equities (common or preferred stock and warrants) or equity related instruments (such as American depositary receipts, Global depositary receipts, participation notes and equity linked notes) from global emerging /developing countries around the world. The investment manager has full discretion in selecting stocks, and selects stocks on their fundamental value, holding typically 20-40 stocks, representing the best ideas of the investment team.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.4%
2018 -12.3% -2.5% -1.0% -3.0% -6.4%
2017 35.1% 11.9% 3.9% 8.1% 7.5%
2016 34.0% 6.3% 7.7% 15.9% 1.0%
2015 1.6% 12.0% -4.7% -9.9% 5.8%
2014 4.7% -3.0% 3.6% 2.8% 1.4%
2013 -8.5% 4.1% -6.3% -2.5% -3.9%
2012 21.8% 15.0% -4.9% 5.8% 5.2%
2011 -16.5% -1.3% -0.3% -20.2% 6.2%
2010 23.5% 12.6% -8.2% 11.0% 7.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Finland
  3. Germany
  4. Ireland
  5. Luxembourg
  6. Netherlands
  7. Norway
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date31/12/2009
  • Share Class size699Mn
  • Base currencyUnits
  • ISIN IE00B3L69P50

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment5.00%

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