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UBS (Lux) Eq SIC - Euro Countries Inc (EUR) P-acc

Ranked 19 out of 55 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Ian Paczek

Ian Paczek is a portfolio manager in UBS Asset Management's Quantitative Investments team. His primary responsibility is the management of quantitative global and European equity strategies. Prior to joining UBS in 2004, Paczek worked for JP Morgan Fleming Asset Management as a senior quantitative analyst in the International Structured Equity team. He is a member of the CFA Institute and the Advisory Panel of the Institute for Quantitative Investment Research (INQUIRE).

Objective

The fund invests predominantly in the shares of companies from the eurozone countries. The goal of the investment strategy is to earn a higher equity yield than the eurozone equity market. The equity yield may derive from dividends, call option premiums and other sources. Working on the basis of analyses by our local investment specialists, the fund manager combines carefully selected equities of various companies from various countries and sectors with the objective of exploiting interesting return opportunities while keeping the level of risk under control.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.9% 3.7%
2017 16.4% 6.7% 4.8% 2.8% 1.3%
2016 15.9% 4.0% 2.7% 8.0% 0.5%
2015 -5.3% -1.0% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date28/01/2015
  • Share Class size76Mn
  • Base currencyEUR
  • ISIN LU1121265208

Purchase Info

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

Charges

  • Annual management1.28%
  • 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).