UBS (Lux) Eq S-Glob Emer Markets Opp (USD) P-a

Ranked 35 out of 258 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.

Objective

The investment fund invests mainly in the stocks of companies in emerging economies across the globe. Working on the basis of a comprehensive analysis of the companies, the fund manager combines carefully selected equities of various companies from various countries and sectors with the objective of exploiting interesting opportunities while keeping the level of risk under control.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/05/2016 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.8%
2018 -15.2% -3.4% -2.3% -2.3% -8.0%
2017 33.2% 11.3% 3.4% 7.5% 7.6%
2016 31.4% 5.3% 7.9% 16.1% -0.3%
2015 -5.6% 10.1% -1.6% -12.0% -1.0%
2014 3.0% -1.7% 3.7% -0.7% 1.7%
2013 -5.7% 6.5% -8.1% -5.3% 1.6%
2012 11.2% 9.9% -9.5% 2.6% 9.0%
2011 -22.9% -0.7% -3.3% -25.8% 8.2%
2010 20.3% 7.7% -11.1% 14.8% 9.5%
2009 55.0% -1.6% 22.6% 24.1% 3.6%
2008 -11.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Taiwan Semiconductor Manufacturing Co Ltd ORD 6.75%
Samsung Electronics Co Ltd ORD 6.09%
Alibaba Group Holding Ltd DR 5.18%
China Construction Bank Corp ORD 5.00%
Naspers Ltd ORD 4.63%
Tencent Holdings Ltd ORD 4.57%
Banco Bradesco SA PFD 4.47%
OTP Bank Nyrt ORD 3.72%
China Mobile Ltd ORD 3.57%
HDFC Bank Ltd ORD 3.41%
31/12/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hong Kong
  9. Iceland
  10. Italy
  11. Japan
  12. Korea
  13. Liechtenstein
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Portugal
  18. Singapore
  19. Spain
  20. Sweden
  21. Switzerland
  22. Taiwan
  23. United Kingdom

Fund Info

  • Launch date25/09/2008
  • Share Class size100Mn
  • Base currencyUnits
  • ISIN LU0328353924

Purchase Info

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

Charges

  • Annual management1.54%
  • 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).